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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 | $92,676 | $76,834+20.6% | $108,359-14.5% | $87,485+5.9% |
| Participation rate | 53.8% | 61.7%-7.9pp | 70.1%-16.3pp | 68.9%-15.1pp |
| Annual return | 11.21% | 19.09%-7.9pp | 36.89%-25.7pp | 26.06%-14.9pp |
| Employer contribution / active EE | $330 | $1,556-78.8% | $2,399-86.2% | $2,596-87.3% |
| Participant deferral / active EE | $4,161 | $3,100+34.2% | $4,137+0.6% | $4,274-2.6% |
| Admin fee / account holder | $17,849 | $6,537+173.0% | $9,741+83.2% | $7,775+129.6% |