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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 | $99,704 | $58,493+70.5% | $84,021+18.7% | $72,975+36.6% |
| Participation rate | 38.5% | 61.2%-22.8pp | 69.0%-30.6pp | 69.5%-31.0pp |
| Annual return | 16.47% | 28.93%-12.5pp | 71.32%-54.8pp | 81.01%-64.5pp |
| Employer contribution / active EE | $459 | $1,163-60.6% | $1,984-76.9% | $2,440-81.2% |
| Participant deferral / active EE | $1,079 | $2,394-54.9% | $3,239-66.7% | $3,608-70.1% |
| Admin fee / account holder | $6,267 | $4,569+37.2% | $6,102+2.7% | $5,124+22.3% |