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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 | $90,938 | $76,407+19.0% | $150,298-39.5% | $82,448+10.3% |
| Participation rate | 41.4% | 66.4%-25.0pp | 77.8%-36.4pp | 68.1%-26.7pp |
| Annual return | 6.85% | 39.99%-33.1pp | 62.79%-55.9pp | 41.64%-34.8pp |
| Employer contribution / active EE | $938 | $2,614-64.1% | $4,154-77.4% | $2,551-63.2% |
| Participant deferral / active EE | $2,541 | $3,214-21.0% | $5,453-53.4% | $4,139-38.6% |
| Admin fee / account holder | $1,171 | $6,352-81.6% | $14,116-91.7% | $7,234-83.8% |