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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 | $99,939 | $65,246+53.2% | $98,716+1.2% | $67,986+47.0% |
| Participation rate | 17.1% | 51.4%-34.3pp | 69.3%-52.2pp | 57.2%-40.1pp |
| Annual return | 9.68% | 20.58%-10.9pp | 31.81%-22.1pp | 31.67%-22.0pp |
| Employer contribution / active EE | $371 | $1,042-64.4% | $2,279-83.7% | $2,019-81.6% |
| Participant deferral / active EE | $1,260 | $2,594-51.4% | $4,048-68.9% | $3,358-62.5% |
| Admin fee / account holder | $12,514 | $4,561+174.4% | $8,703+43.8% | $3,203+290.7% |