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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 | $84,596 | $36,948+129.0% | $73,658+14.8% | $87,485-3.3% |
| Participation rate | 29.6% | 46.8%-17.2pp | 57.0%-27.4pp | 68.9%-39.3pp |
| Annual return | 8.91% | 28.64%-19.7pp | 29.72%-20.8pp | 26.06%-17.2pp |
| Employer contribution / active EE | $313 | $670-53.3% | $1,032-69.7% | $2,596-88.0% |
| Participant deferral / active EE | $1,577 | $1,379+14.4% | $2,062-23.5% | $4,274-63.1% |
| Admin fee / account holder | $1,088 | $2,531-57.0% | $3,357-67.6% | $7,775-86.0% |