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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 | $79,375 | $48,364+64.1% | $71,796+10.6% | $62,881+26.2% |
| Participation rate | 13.9% | 60.6%-46.7pp | 69.1%-55.2pp | 69.3%-55.4pp |
| Annual return | 4.62% | 13.16%-8.5pp | 78.04%-73.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $266 | $1,042-74.5% | $1,924-86.2% | $2,281-88.3% |
| Participant deferral / active EE | $1,013 | $2,091-51.6% | $2,794-63.7% | $3,203-68.4% |
| Admin fee / account holder | $1,572 | $3,771-58.3% | $4,815-67.4% | $4,296-63.4% |