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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 | $168,871 | $93,346+80.9% | $71,796+135.2% | $273,972-38.4% |
| Participation rate | 30.8% | 76.5%-45.8pp | 69.1%-38.3pp | 83.0%-52.2pp |
| Annual return | 1.19% | 130.39%-129.2pp | 78.04%-76.8pp | 41.46%-40.3pp |
| Employer contribution / active EE | $418 | $2,733-84.7% | $1,924-78.3% | $4,869-91.4% |
| Participant deferral / active EE | $1,612 | $3,475-53.6% | $2,794-42.3% | $5,287-69.5% |
| Admin fee / account holder | $912 | $6,571-86.1% | $4,815-81.1% | $10,133-91.0% |