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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 | $48,050+80.9% | $96,754-10.1% | $64,340+35.1% |
| Participation rate | 36.9% | 40.6%-3.7pp | 70.3%-33.4pp | 55.2%-18.4pp |
| Annual return | 13.44% | 23.41%-10.0pp | 82.04%-68.6pp | 24.14%-10.7pp |
| Employer contribution / active EE | $186 | $1,204-84.6% | $2,679-93.1% | $1,862-90.0% |
| Participant deferral / active EE | $1,205 | $2,191-45.0% | $4,758-74.7% | $2,980-59.6% |
| Admin fee / account holder | $13,768 | $3,741+268.0% | $8,905+54.6% | $3,703+271.8% |