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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 | $47,752 | $37,446+27.5% | $77,552-38.4% | $79,856-40.2% |
| Participation rate | 16.7% | 41.5%-24.9pp | 54.2%-37.5pp | 69.6%-53.0pp |
| Annual return | 8.20% | 39.76%-31.6pp | 54.82%-46.6pp | 31.71%-23.5pp |
| Employer contribution / active EE | $305 | $637-52.2% | $987-69.1% | $2,471-87.7% |
| Participant deferral / active EE | $381 | $1,261-69.8% | $1,861-79.5% | $3,741-89.8% |
| Admin fee / account holder | $431 | $2,506-82.8% | $2,859-84.9% | $5,306-91.9% |