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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 | $79,573 | $62,672+27.0% | $185,117-57.0% | $70,126+13.5% |
| Participation rate | 26.9% | 63.8%-36.9pp | 77.3%-50.3pp | 69.5%-42.6pp |
| Annual return | 11.26% | 40.79%-29.5pp | 40.50%-29.2pp | 73.15%-61.9pp |
| Employer contribution / active EE | $502 | $1,753-71.4% | $4,182-88.0% | $2,343-78.6% |
| Participant deferral / active EE | $1,274 | $3,272-61.1% | $5,045-74.8% | $3,332-61.8% |
| Admin fee / account holder | $4,544 | $3,932+15.6% | $8,159-44.3% | $4,645-2.2% |