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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 | $90,671 | $49,025+84.9% | $87,502+3.6% | $62,881+44.2% |
| Participation rate | 41.7% | 64.9%-23.2pp | 73.8%-32.2pp | 69.3%-27.6pp |
| Annual return | 4.24% | 10.02%-5.8pp | 12.21%-8.0pp | 20.14%-15.9pp |
| Employer contribution / active EE | $587 | $1,372-57.2% | $2,550-77.0% | $2,281-74.3% |
| Participant deferral / active EE | $1,528 | $2,289-33.3% | $3,149-51.5% | $3,203-52.3% |
| Admin fee / account holder | $1,723 | $4,065-57.6% | $4,221-59.2% | $4,296-59.9% |