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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 | $74,539 | $57,590+29.4% | $86,233-13.6% | $82,448-9.6% |
| Participation rate | 38.5% | 57.9%-19.4pp | 69.0%-30.6pp | 68.1%-29.6pp |
| Annual return | 11.04% | 22.41%-11.4pp | 61.39%-50.3pp | 41.64%-30.6pp |
| Employer contribution / active EE | $309 | $1,655-81.3% | $2,504-87.6% | $2,551-87.9% |
| Participant deferral / active EE | $1,794 | $3,080-41.7% | $4,559-60.6% | $4,139-56.7% |
| Admin fee / account holder | $527 | $4,730-88.9% | $8,342-93.7% | $7,234-92.7% |