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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 | $56,063+45.3% | $76,051+7.1% | $80,911+0.7% |
| Participation rate | 35.3% | 62.0%-26.7pp | 69.1%-33.8pp | 67.6%-32.4pp |
| Annual return | 8.85% | 20.54%-11.7pp | 360.42%-351.6pp | 35.63%-26.8pp |
| Employer contribution / active EE | $944 | $1,874-49.6% | $2,690-64.9% | $2,756-65.7% |
| Participant deferral / active EE | $2,292 | $3,052-24.9% | $4,257-46.2% | $4,297-46.7% |
| Admin fee / account holder | $1,205 | $5,240-77.0% | $6,416-81.2% | $6,935-82.6% |