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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 | $85,761 | $57,140+50.1% | $85,240+0.6% | $80,959+5.9% |
| Participation rate | 25.6% | 56.4%-30.8pp | 67.5%-41.9pp | 67.7%-42.1pp |
| Annual return | 9.93% | 21.71%-11.8pp | 66.75%-56.8pp | 35.67%-25.7pp |
| Employer contribution / active EE | $442 | $1,802-75.5% | $2,735-83.9% | $2,757-84.0% |
| Participant deferral / active EE | $2,627 | $3,115-15.7% | $4,527-42.0% | $4,300-38.9% |
| Admin fee / account holder | $3,113 | $4,992-37.6% | $6,165-49.5% | $6,925-55.0% |