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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 | $94,983 | $73,787+28.7% | $98,716-3.8% | $82,448+15.2% |
| Participation rate | 42.2% | 61.4%-19.2pp | 69.3%-27.1pp | 68.1%-25.8pp |
| Annual return | 12.16% | 18.57%-6.4pp | 31.81%-19.7pp | 41.64%-29.5pp |
| Employer contribution / active EE | $591 | $1,511-60.9% | $2,279-74.0% | $2,551-76.8% |
| Participant deferral / active EE | $1,756 | $3,081-43.0% | $4,048-56.6% | $4,139-57.6% |
| Admin fee / account holder | $17,953 | $6,500+176.2% | $8,703+106.3% | $7,234+148.2% |