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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 | $119,589 | $70,435+69.8% | $96,575+23.8% | $85,856+39.3% |
| Participation rate | 35.5% | 61.8%-26.3pp | 69.8%-34.3pp | 69.3%-33.8pp |
| Annual return | 7.87% | 18.59%-10.7pp | 37.79%-29.9pp | 318.58%-310.7pp |
| Employer contribution / active EE | $524 | $1,413-62.9% | $2,357-77.7% | $2,565-79.6% |
| Participant deferral / active EE | $2,139 | $2,894-26.1% | $3,849-44.4% | $3,952-45.9% |
| Admin fee / account holder | $531 | $4,997-89.4% | $6,182-91.4% | $6,261-91.5% |