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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 | $52,682+44.8% | $78,004-2.2% | $64,097+19.0% |
| Participation rate | 19.8% | 47.7%-28.0pp | 69.4%-49.7pp | 55.2%-35.4pp |
| Annual return | 11.40% | 22.45%-11.0pp | 31.07%-19.7pp | 34.64%-23.2pp |
| Employer contribution / active EE | $464 | $1,323-64.9% | $2,469-81.2% | $1,891-75.5% |
| Participant deferral / active EE | $1,225 | $2,346-47.8% | $4,092-70.1% | $3,080-60.2% |
| Admin fee / account holder | $20,385 | $5,420+276.1% | $7,578+169.0% | $3,454+490.1% |