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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 | $76,285 | $55,932+36.4% | $76,735-0.6% | $67,986+12.2% |
| Participation rate | 19.8% | 50.8%-31.0pp | 69.5%-49.7pp | 57.2%-37.4pp |
| Annual return | 11.40% | 23.10%-11.7pp | 29.77%-18.4pp | 31.67%-20.3pp |
| Employer contribution / active EE | $464 | $1,487-68.8% | $2,454-81.1% | $2,019-77.0% |
| Participant deferral / active EE | $1,225 | $2,558-52.1% | $4,088-70.0% | $3,358-63.5% |
| Admin fee / account holder | $20,385 | $4,907+315.4% | $7,189+183.5% | $3,203+536.4% |