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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 | $76,834+16.5% | $108,359-17.4% | $87,485+2.4% |
| Participation rate | 20.5% | 61.7%-41.3pp | 70.1%-49.7pp | 68.9%-48.5pp |
| Annual return | 11.47% | 19.09%-7.6pp | 36.89%-25.4pp | 26.06%-14.6pp |
| Employer contribution / active EE | $542 | $1,556-65.1% | $2,399-77.4% | $2,596-79.1% |
| Participant deferral / active EE | $1,953 | $3,100-37.0% | $4,137-52.8% | $4,274-54.3% |
| Admin fee / account holder | $1,035 | $6,537-84.2% | $9,741-89.4% | $7,775-86.7% |