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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 | $91,996 | $71,230+29.2% | $93,727-1.8% | $80,959+13.6% |
| Participation rate | 38.5% | 60.4%-21.9pp | 68.7%-30.2pp | 67.7%-29.2pp |
| Annual return | 9.64% | 11.26%-1.6pp | 133.83%-124.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $894 | $1,565-42.9% | $2,421-63.1% | $2,757-67.6% |
| Participant deferral / active EE | $3,393 | $4,037-16.0% | $4,417-23.2% | $4,300-21.1% |
| Admin fee / account holder | $2,666 | $6,961-61.7% | $8,292-67.9% | $6,925-61.5% |