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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 | $71,223 | $57,590+23.7% | $86,233-17.4% | $82,448-13.6% |
| Participation rate | 24.4% | 57.9%-33.5pp | 69.0%-44.7pp | 68.1%-43.7pp |
| Annual return | 11.08% | 22.41%-11.3pp | 61.39%-50.3pp | 41.64%-30.6pp |
| Employer contribution / active EE | $353 | $1,655-78.7% | $2,504-85.9% | $2,551-86.2% |
| Participant deferral / active EE | $1,112 | $3,080-63.9% | $4,559-75.6% | $4,139-73.1% |
| Admin fee / account holder | $534 | $4,730-88.7% | $8,342-93.6% | $7,234-92.6% |