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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 | $78,178 | $60,442+29.3% | $96,754-19.2% | $87,485-10.6% |
| Participation rate | 18.5% | 58.7%-40.2pp | 70.3%-51.8pp | 68.9%-50.4pp |
| Annual return | 12.01% | 21.97%-10.0pp | 82.04%-70.0pp | 26.06%-14.0pp |
| Employer contribution / active EE | $392 | $1,691-76.8% | $2,679-85.4% | $2,596-84.9% |
| Participant deferral / active EE | $1,432 | $3,280-56.3% | $4,758-69.9% | $4,274-66.5% |
| Admin fee / account holder | $510 | $5,069-89.9% | $8,905-94.3% | $7,775-93.4% |