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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 | $95,084 | $76,407+24.4% | $150,298-36.7% | $82,448+15.3% |
| Participation rate | 28.0% | 66.4%-38.4pp | 77.8%-49.8pp | 68.1%-40.1pp |
| Annual return | 6.00% | 39.99%-34.0pp | 62.79%-56.8pp | 41.64%-35.6pp |
| Employer contribution / active EE | $758 | $2,614-71.0% | $4,154-81.8% | $2,551-70.3% |
| Participant deferral / active EE | $2,654 | $3,214-17.4% | $5,453-51.3% | $4,139-35.9% |
| Admin fee / account holder | $20,744 | $6,352+226.6% | $14,116+47.0% | $7,234+186.7% |