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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 | $84,287 | $60,349+39.7% | $74,184+13.6% | $62,881+34.0% |
| Participation rate | 18.8% | 72.7%-54.0pp | 76.6%-57.9pp | 69.3%-50.6pp |
| Annual return | 2.46% | 21.38%-18.9pp | 17.74%-15.3pp | 20.14%-17.7pp |
| Employer contribution / active EE | $796 | $1,680-52.6% | $2,370-66.4% | $2,281-65.1% |
| Participant deferral / active EE | $1,407 | $2,856-50.7% | $3,550-60.4% | $3,203-56.1% |
| Admin fee / account holder | $891 | $4,261-79.1% | $5,586-84.1% | $4,296-79.3% |