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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 | $89,521 | $48,364+85.1% | $71,796+24.7% | $62,881+42.4% |
| Participation rate | 32.0% | 60.6%-28.6pp | 69.1%-37.1pp | 69.3%-37.3pp |
| Annual return | 3.55% | 13.16%-9.6pp | 78.04%-74.5pp | 20.14%-16.6pp |
| Employer contribution / active EE | $1,287 | $1,042+23.5% | $1,924-33.1% | $2,281-43.6% |
| Participant deferral / active EE | $1,875 | $2,091-10.3% | $2,794-32.9% | $3,203-41.4% |
| Admin fee / account holder | $1,801 | $3,771-52.2% | $4,815-62.6% | $4,296-58.1% |