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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 | $86,415 | $36,948+133.9% | $73,658+17.3% | $87,485-1.2% |
| Participation rate | 9.7% | 46.8%-37.1pp | 57.0%-47.4pp | 68.9%-59.3pp |
| Annual return | 10.96% | 28.64%-17.7pp | 29.72%-18.8pp | 26.06%-15.1pp |
| Employer contribution / active EE | $518 | $670-22.7% | $1,032-49.8% | $2,596-80.0% |
| Participant deferral / active EE | $848 | $1,379-38.5% | $2,062-58.9% | $4,274-80.2% |
| Admin fee / account holder | $1,436 | $2,531-43.3% | $3,357-57.2% | $7,775-81.5% |