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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 | $67,681 | $37,446+80.7% | $77,552-12.7% | $79,856-15.2% |
| Participation rate | 15.2% | 41.5%-26.3pp | 54.2%-39.0pp | 69.6%-54.4pp |
| Annual return | 8.16% | 39.76%-31.6pp | 54.82%-46.7pp | 31.71%-23.5pp |
| Employer contribution / active EE | $230 | $637-64.0% | $987-76.7% | $2,471-90.7% |
| Participant deferral / active EE | $689 | $1,261-45.4% | $1,861-63.0% | $3,741-81.6% |
| Admin fee / account holder | $423 | $2,506-83.1% | $2,859-85.2% | $5,306-92.0% |