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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 | $57,119+63.9% | $85,187+9.9% | $80,935+15.7% |
| Participation rate | 29.3% | 56.4%-27.1pp | 67.5%-38.2pp | 67.7%-38.3pp |
| Annual return | 10.07% | 21.70%-11.6pp | 66.67%-56.6pp | 35.66%-25.6pp |
| Employer contribution / active EE | $755 | $1,802-58.1% | $2,732-72.4% | $2,757-72.6% |
| Participant deferral / active EE | $2,429 | $3,115-22.0% | $4,525-46.3% | $4,299-43.5% |
| Admin fee / account holder | $2,567 | $4,990-48.6% | $6,162-58.3% | $6,924-62.9% |