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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 | $93,286 | $58,848+58.5% | $88,179+5.8% | $82,637+12.9% |
| Participation rate | 39.1% | 57.9%-18.8pp | 69.1%-30.1pp | 68.1%-29.0pp |
| Annual return | 12.83% | 22.76%-9.9pp | 64.97%-52.1pp | 53.51%-40.7pp |
| Employer contribution / active EE | $799 | $1,678-52.4% | $2,549-68.7% | $2,552-68.7% |
| Participant deferral / active EE | $1,724 | $3,124-44.8% | $4,614-62.6% | $4,126-58.2% |
| Admin fee / account holder | $1,542 | $4,795-67.8% | $7,673-79.9% | $7,339-79.0% |