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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 | $78,543 | $63,354+24.0% | $94,105-16.5% | $82,637-5.0% |
| Participation rate | 20.8% | 63.8%-43.0pp | 71.9%-51.1pp | 68.1%-47.2pp |
| Annual return | 10.45% | 34.36%-23.9pp | 204.55%-194.1pp | 53.51%-43.1pp |
| Employer contribution / active EE | $579 | $1,760-67.1% | $2,504-76.9% | $2,552-77.3% |
| Participant deferral / active EE | $959 | $2,873-66.6% | $3,881-75.3% | $4,126-76.8% |
| Admin fee / account holder | $3,875 | $5,073-23.6% | $6,199-37.5% | $7,339-47.2% |