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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 | $84,795 | $56,054+51.3% | $171,082-50.4% | $62,881+34.9% |
| Participation rate | 41.9% | 62.9%-20.9pp | 76.7%-34.8pp | 69.3%-27.4pp |
| Annual return | 5.30% | 22.52%-17.2pp | 32.56%-27.3pp | 20.14%-14.8pp |
| Employer contribution / active EE | $516 | $1,731-70.2% | $4,002-87.1% | $2,281-77.4% |
| Participant deferral / active EE | $3,046 | $3,158-3.6% | $4,797-36.5% | $3,203-4.9% |
| Admin fee / account holder | $14,415 | $3,647+295.3% | $8,520+69.2% | $4,296+235.6% |