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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 | $88,188 | $58,057+51.9% | $97,032-9.1% | $86,983+1.4% |
| Participation rate | 52.9% | 60.4%-7.4pp | 71.6%-18.6pp | 69.5%-16.6pp |
| Annual return | 10.24% | 22.26%-12.0pp | 35.38%-25.1pp | 25.83%-15.6pp |
| Employer contribution / active EE | $475 | $1,663-71.4% | $2,629-81.9% | $2,584-81.6% |
| Participant deferral / active EE | $3,433 | $3,244+5.8% | $4,672-26.5% | $4,194-18.1% |
| Admin fee / account holder | $1,641 | $4,839-66.1% | $9,418-82.6% | $7,856-79.1% |