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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 | $69,273+34.8% | $90,796+2.9% | $82,637+13.0% |
| Participation rate | 22.7% | 64.0%-41.3pp | 69.5%-46.8pp | 68.1%-45.3pp |
| Annual return | 7.71% | 18.37%-10.7pp | 19.29%-11.6pp | 53.51%-45.8pp |
| Employer contribution / active EE | $602 | $1,865-67.7% | $2,294-73.7% | $2,552-76.4% |
| Participant deferral / active EE | $2,797 | $3,047-8.2% | $3,822-26.8% | $4,126-32.2% |
| Admin fee / account holder | $28,855 | $5,511+423.6% | $7,024+310.8% | $7,339+293.2% |