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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 | $96,089 | $67,595+42.2% | $186,193-48.4% | $64,340+49.3% |
| Participation rate | 38.3% | 51.9%-13.6pp | 77.1%-38.8pp | 55.2%-16.9pp |
| Annual return | 6.19% | 17.46%-11.3pp | 78.03%-71.8pp | 24.14%-18.0pp |
| Employer contribution / active EE | $964 | $1,513-36.3% | $3,918-75.4% | $1,862-48.2% |
| Participant deferral / active EE | $2,168 | $3,023-28.3% | $6,513-66.7% | $2,980-27.3% |
| Admin fee / account holder | $1,043 | $5,311-80.4% | $11,058-90.6% | $3,703-71.8% |