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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 | $86,388 | $54,573+58.3% | $90,970-5.0% | $73,497+17.5% |
| Participation rate | 33.0% | 61.2%-28.1pp | 69.0%-36.0pp | 70.7%-37.6pp |
| Annual return | 11.39% | 16.69%-5.3pp | 134.60%-123.2pp | 28.51%-17.1pp |
| Employer contribution / active EE | $273 | $991-72.5% | $2,122-87.1% | $2,270-88.0% |
| Participant deferral / active EE | $1,856 | $2,517-26.3% | $3,373-45.0% | $3,740-50.4% |
| Admin fee / account holder | $762 | $521+46.1% | $5,961-87.2% | $513+48.5% |