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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,366 | $56,894+14.9% | $84,753-22.9% | $62,881+4.0% |
| Participation rate | 44.7% | 68.5%-23.9pp | 76.6%-31.9pp | 69.3%-24.6pp |
| Annual return | 4.29% | 6.30%-2.0pp | 22.78%-18.5pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,053 | $2,400-56.1% | $3,574-70.5% | $2,281-53.8% |
| Participant deferral / active EE | $1,700 | $2,709-37.2% | $3,712-54.2% | $3,203-46.9% |
| Admin fee / account holder | $1,545 | $3,581-56.8% | $5,333-71.0% | $4,296-64.0% |