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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 | $41,016+126.8% | $152,093-38.8% | $64,097+45.1% |
| Participation rate | 18.8% | 51.3%-32.6pp | 77.8%-59.0pp | 55.2%-36.4pp |
| Annual return | 11.07% | 39.60%-28.5pp | 66.36%-55.3pp | 34.64%-23.6pp |
| Employer contribution / active EE | $497 | $1,342-63.0% | $4,175-88.1% | $1,891-73.7% |
| Participant deferral / active EE | $1,068 | $1,927-44.6% | $5,451-80.4% | $3,080-65.3% |
| Admin fee / account holder | $3,345 | $2,305+45.1% | $14,497-76.9% | $3,454-3.2% |