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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 | $93,621 | $57,057+64.1% | $85,009+10.1% | $80,874+15.8% |
| Participation rate | 29.3% | 56.4%-27.0pp | 67.5%-38.2pp | 67.6%-38.3pp |
| Annual return | 10.07% | 21.66%-11.6pp | 66.47%-56.4pp | 35.62%-25.6pp |
| Employer contribution / active EE | $755 | $1,799-58.0% | $2,728-72.3% | $2,756-72.6% |
| Participant deferral / active EE | $2,429 | $3,112-21.9% | $4,522-46.3% | $4,297-43.5% |
| Admin fee / account holder | $2,567 | $4,986-48.5% | $6,153-58.3% | $6,935-63.0% |