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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 | $80,053 | $75,058+6.7% | $152,301-47.4% | $64,340+24.4% |
| Participation rate | 31.4% | 60.9%-29.5pp | 82.4%-51.1pp | 55.2%-23.9pp |
| Annual return | 13.48% | 29.93%-16.4pp | 80.50%-67.0pp | 24.14%-10.7pp |
| Employer contribution / active EE | $567 | $2,605-78.2% | $4,624-87.7% | $1,862-69.5% |
| Participant deferral / active EE | $1,420 | $5,041-71.8% | $8,004-82.3% | $2,980-52.4% |
| Admin fee / account holder | $6,197 | $4,050+53.0% | $14,398-57.0% | $3,703+67.4% |