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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 | $82,985 | $68,852+20.5% | $120,524-31.1% | $80,925+2.5% |
| Participation rate | 36.0% | 61.6%-25.6pp | 71.9%-35.9pp | 67.7%-31.7pp |
| Annual return | 9.54% | 23.67%-14.1pp | 107.36%-97.8pp | 35.65%-26.1pp |
| Employer contribution / active EE | $903 | $2,063-56.2% | $3,469-74.0% | $2,756-67.2% |
| Participant deferral / active EE | $1,323 | $3,187-58.5% | $4,994-73.5% | $4,299-69.2% |
| Admin fee / account holder | $6,303 | $5,781+9.0% | $9,440-33.2% | $6,940-9.2% |