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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 | $89,546 | $73,787+21.4% | $98,716-9.3% | $82,448+8.6% |
| Participation rate | 20.5% | 61.4%-41.0pp | 69.3%-48.8pp | 68.1%-47.6pp |
| Annual return | 11.47% | 18.57%-7.1pp | 31.81%-20.3pp | 41.64%-30.2pp |
| Employer contribution / active EE | $542 | $1,511-64.1% | $2,279-76.2% | $2,551-78.7% |
| Participant deferral / active EE | $1,953 | $3,081-36.6% | $4,048-51.7% | $4,139-52.8% |
| Admin fee / account holder | $1,035 | $6,500-84.1% | $8,703-88.1% | $7,234-85.7% |