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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 | $57,590+35.7% | $86,233-9.3% | $82,448-5.2% |
| Participation rate | 18.5% | 57.9%-39.3pp | 69.0%-50.5pp | 68.1%-49.5pp |
| Annual return | 12.01% | 22.41%-10.4pp | 61.39%-49.4pp | 41.64%-29.6pp |
| Employer contribution / active EE | $392 | $1,655-76.3% | $2,504-84.4% | $2,551-84.6% |
| Participant deferral / active EE | $1,432 | $3,080-53.5% | $4,559-68.6% | $4,139-65.4% |
| Admin fee / account holder | $510 | $4,730-89.2% | $8,342-93.9% | $7,234-93.0% |