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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 | $93,071 | $64,920+43.4% | $103,693-10.2% | $86,983+7.0% |
| Participation rate | 18.5% | 63.6%-45.1pp | 72.6%-54.1pp | 69.5%-51.0pp |
| Annual return | 11.72% | 30.29%-18.6pp | 47.61%-35.9pp | 25.83%-14.1pp |
| Employer contribution / active EE | $484 | $2,141-77.4% | $2,920-83.4% | $2,584-81.3% |
| Participant deferral / active EE | $1,443 | $3,241-55.5% | $4,579-68.5% | $4,194-65.6% |
| Admin fee / account holder | $20,424 | $6,191+229.9% | $7,858+159.9% | $7,856+160.0% |