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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 | $89,117 | $64,324+38.5% | $118,946-25.1% | $79,858+11.6% |
| Participation rate | 24.7% | 64.9%-40.2pp | 75.4%-50.7pp | 69.6%-45.0pp |
| Annual return | 4.90% | 86.45%-81.5pp | 35.89%-31.0pp | 31.72%-26.8pp |
| Employer contribution / active EE | $563 | $1,836-69.3% | $3,263-82.8% | $2,471-77.2% |
| Participant deferral / active EE | $1,235 | $2,824-56.2% | $4,266-71.0% | $3,740-67.0% |
| Admin fee / account holder | $3,786 | $4,040-6.3% | $6,581-42.5% | $5,306-28.7% |