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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 | $93,017 | $45,343+105.1% | $150,298-38.1% | $67,986+36.8% |
| Participation rate | 18.8% | 51.9%-33.1pp | 77.8%-59.0pp | 57.2%-38.5pp |
| Annual return | 11.07% | 33.28%-22.2pp | 62.79%-51.7pp | 31.67%-20.6pp |
| Employer contribution / active EE | $497 | $1,462-66.0% | $4,154-88.0% | $2,019-75.4% |
| Participant deferral / active EE | $1,068 | $2,055-48.0% | $5,453-80.4% | $3,358-68.2% |
| Admin fee / account holder | $3,345 | $2,250+48.7% | $14,116-76.3% | $3,203+4.4% |