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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 | $65,573 | $59,804+9.6% | $81,982-20.0% | $79,856-17.9% |
| Participation rate | 30.6% | 61.6%-31.1pp | 69.3%-38.7pp | 69.6%-39.1pp |
| Annual return | 4.79% | 17.56%-12.8pp | 41.31%-36.5pp | 31.71%-26.9pp |
| Employer contribution / active EE | $415 | $1,713-75.8% | $2,498-83.4% | $2,471-83.2% |
| Participant deferral / active EE | $1,132 | $2,695-58.0% | $3,722-69.6% | $3,741-69.8% |
| Admin fee / account holder | $1,448 | $4,288-66.2% | $5,665-74.4% | $5,306-72.7% |