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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 | $82,618 | $37,156+122.4% | $83,854-1.5% | $86,983-5.0% |
| Participation rate | 27.7% | 49.1%-21.4pp | 59.1%-31.4pp | 69.5%-41.8pp |
| Annual return | 8.55% | 29.88%-21.3pp | 31.39%-22.8pp | 25.83%-17.3pp |
| Employer contribution / active EE | $342 | $661-48.3% | $1,017-66.4% | $2,584-86.8% |
| Participant deferral / active EE | $576 | $1,418-59.4% | $2,035-71.7% | $4,194-86.3% |
| Admin fee / account holder | $1,070 | $2,510-57.4% | $3,197-66.5% | $7,856-86.4% |