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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 | $78,873 | $51,207+54.0% | $70,565+11.8% | $71,529+10.3% |
| Participation rate | 29.7% | 59.4%-29.7pp | 68.4%-38.6pp | 67.9%-38.2pp |
| Annual return | 13.42% | 42.71%-29.3pp | 32.79%-19.4pp | 28.97%-15.6pp |
| Employer contribution / active EE | $380 | $1,795-78.8% | $2,976-87.2% | $2,590-85.3% |
| Participant deferral / active EE | $1,519 | $3,033-49.9% | $4,568-66.8% | $4,291-64.6% |
| Admin fee / account holder | $14,977 | $2,002+648.3% | $6,430+132.9% | $1,588+842.9% |