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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 | $95,315 | $25,014+281.0% | $69,623+36.9% | $80,935+17.8% |
| Participation rate | 24.0% | 64.2%-40.2pp | 66.4%-42.4pp | 67.7%-43.7pp |
| Annual return | 11.43% | 19.08%-7.6pp | 101.23%-89.8pp | 35.66%-24.2pp |
| Employer contribution / active EE | $449 | $991-54.7% | $1,709-73.7% | $2,757-83.7% |
| Participant deferral / active EE | $1,561 | $1,840-15.2% | $2,890-46.0% | $4,299-63.7% |
| Admin fee / account holder | $2,786 | $2,491+11.8% | $4,696-40.7% | $6,924-59.8% |