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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 | $93,399 | $75,720+23.3% | $90,312+3.4% | $86,983+7.4% |
| Participation rate | 22.7% | 66.3%-43.5pp | 72.9%-50.2pp | 69.5%-46.8pp |
| Annual return | 7.71% | 18.55%-10.8pp | 18.90%-11.2pp | 25.83%-18.1pp |
| Employer contribution / active EE | $602 | $1,945-69.0% | $2,243-73.1% | $2,584-76.7% |
| Participant deferral / active EE | $2,797 | $3,001-6.8% | $3,749-25.4% | $4,194-33.3% |
| Admin fee / account holder | $28,855 | $6,201+365.4% | $8,248+249.9% | $7,856+267.3% |