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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 | $95,920 | $54,541+75.9% | $78,778+21.8% | $70,126+36.8% |
| Participation rate | 30.7% | 60.8%-30.1pp | 69.2%-38.5pp | 69.5%-38.9pp |
| Annual return | 11.55% | 21.07%-9.5pp | 35.62%-24.1pp | 73.15%-61.6pp |
| Employer contribution / active EE | $572 | $1,089-47.5% | $1,986-71.2% | $2,343-75.6% |
| Participant deferral / active EE | $1,292 | $2,210-41.5% | $2,958-56.3% | $3,332-61.2% |
| Admin fee / account holder | $2,925 | $3,709-21.1% | $5,134-43.0% | $4,645-37.0% |