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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 | $81,480 | $55,889+45.8% | $76,119+7.0% | $80,935+0.7% |
| Participation rate | 35.3% | 62.1%-26.8pp | 69.1%-33.8pp | 67.7%-32.4pp |
| Annual return | 8.85% | 20.58%-11.7pp | 361.25%-352.4pp | 35.66%-26.8pp |
| Employer contribution / active EE | $944 | $1,866-49.4% | $2,693-64.9% | $2,757-65.7% |
| Participant deferral / active EE | $2,292 | $3,051-24.9% | $4,259-46.2% | $4,299-46.7% |
| Admin fee / account holder | $1,205 | $5,241-77.0% | $6,421-81.2% | $6,924-82.6% |