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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 | $70,268 | $36,948+90.2% | $73,658-4.6% | $87,485-19.7% |
| Participation rate | 47.9% | 46.8%+1.1pp | 57.0%-9.1pp | 68.9%-21.0pp |
| Annual return | 12.13% | 28.64%-16.5pp | 29.72%-17.6pp | 26.06%-13.9pp |
| Employer contribution / active EE | $706 | $670+5.3% | $1,032-31.6% | $2,596-72.8% |
| Participant deferral / active EE | $1,491 | $1,379+8.1% | $2,062-27.7% | $4,274-65.1% |
| Admin fee / account holder | $14,821 | $2,531+485.6% | $3,357+341.5% | $7,775+90.6% |