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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 | $98,079 | $51,207+91.5% | $70,565+39.0% | $75,177+30.5% |
| Participation rate | 26.5% | 61.0%-34.5pp | 68.4%-41.8pp | 67.2%-40.7pp |
| Annual return | 10.49% | 30.05%-19.6pp | 32.79%-22.3pp | 160.75%-150.3pp |
| Employer contribution / active EE | $689 | $1,826-62.3% | $2,976-76.9% | $2,671-74.2% |
| Participant deferral / active EE | $1,401 | $2,850-50.9% | $4,568-69.3% | $4,126-66.1% |
| Admin fee / account holder | $8,568 | $4,097+109.1% | $6,430+33.3% | $5,651+51.6% |