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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 | $67,746 | $36,948+83.4% | $73,658-8.0% | $87,485-22.6% |
| Participation rate | 35.0% | 46.8%-11.8pp | 57.0%-22.0pp | 68.9%-33.9pp |
| Annual return | 12.75% | 28.64%-15.9pp | 29.72%-17.0pp | 26.06%-13.3pp |
| Employer contribution / active EE | $264 | $670-60.6% | $1,032-74.4% | $2,596-89.8% |
| Participant deferral / active EE | $901 | $1,379-34.7% | $2,062-56.3% | $4,274-78.9% |
| Admin fee / account holder | $4,492 | $2,531+77.5% | $3,357+33.8% | $7,775-42.2% |