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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 | $89,850 | $36,948+143.2% | $73,658+22.0% | $87,485+2.7% |
| Participation rate | 28.1% | 46.8%-18.7pp | 57.0%-29.0pp | 68.9%-40.9pp |
| Annual return | 10.11% | 28.64%-18.5pp | 29.72%-19.6pp | 26.06%-16.0pp |
| Employer contribution / active EE | $517 | $670-22.9% | $1,032-49.9% | $2,596-80.1% |
| Participant deferral / active EE | $1,327 | $1,379-3.8% | $2,062-35.6% | $4,274-69.0% |
| Admin fee / account holder | $9,146 | $2,531+261.4% | $3,357+172.5% | $7,775+17.6% |