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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 | $86,943 | $45,312+91.9% | $86,233+0.8% | $67,986+27.9% |
| Participation rate | 36.9% | 42.4%-5.5pp | 69.0%-32.1pp | 57.2%-20.3pp |
| Annual return | 13.44% | 24.79%-11.3pp | 61.39%-47.9pp | 31.67%-18.2pp |
| Employer contribution / active EE | $186 | $1,160-84.0% | $2,504-92.6% | $2,019-90.8% |
| Participant deferral / active EE | $1,205 | $2,185-44.9% | $4,559-73.6% | $3,358-64.1% |
| Admin fee / account holder | $13,768 | $3,295+317.9% | $8,342+65.0% | $3,203+329.8% |