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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 | $68,880+20.5% | $120,580-31.2% | $80,959+2.5% |
| Participation rate | 36.0% | 61.7%-25.7pp | 72.0%-36.0pp | 67.7%-31.7pp |
| Annual return | 9.54% | 23.68%-14.1pp | 107.48%-97.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $903 | $2,066-56.3% | $3,469-74.0% | $2,757-67.2% |
| Participant deferral / active EE | $1,323 | $3,191-58.5% | $4,995-73.5% | $4,300-69.2% |
| Admin fee / account holder | $6,303 | $5,785+9.0% | $9,418-33.1% | $6,925-9.0% |