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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 | $90,570 | $37,446+141.9% | $77,552+16.8% | $79,856+13.4% |
| Participation rate | 29.6% | 41.5%-11.9pp | 54.2%-24.6pp | 69.6%-40.0pp |
| Annual return | 3.51% | 39.76%-36.2pp | 54.82%-51.3pp | 31.71%-28.2pp |
| Employer contribution / active EE | $543 | $637-14.8% | $987-45.0% | $2,471-78.0% |
| Participant deferral / active EE | $1,221 | $1,261-3.1% | $1,861-34.4% | $3,741-67.3% |
| Admin fee / account holder | $3,538 | $2,506+41.2% | $2,859+23.8% | $5,306-33.3% |