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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 | $85,365 | $65,395+30.5% | $182,558-53.2% | $72,976+17.0% |
| Participation rate | 23.6% | 65.4%-41.8pp | 78.0%-54.4pp | 69.5%-45.9pp |
| Annual return | 15.62% | 27.68%-12.1pp | 148.59%-133.0pp | 81.02%-65.4pp |
| Employer contribution / active EE | $845 | $1,911-55.8% | $4,076-79.3% | $2,440-65.4% |
| Participant deferral / active EE | $1,656 | $3,563-53.5% | $5,526-70.0% | $3,608-54.1% |
| Admin fee / account holder | $613 | $4,245-85.6% | $8,594-92.9% | $5,124-88.0% |