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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 | $82,879 | $62,672+32.2% | $185,117-55.2% | $70,126+18.2% |
| Participation rate | 45.5% | 63.8%-18.3pp | 77.3%-31.8pp | 69.5%-24.1pp |
| Annual return | 10.91% | 40.79%-29.9pp | 40.50%-29.6pp | 73.15%-62.2pp |
| Employer contribution / active EE | $452 | $1,753-74.2% | $4,182-89.2% | $2,343-80.7% |
| Participant deferral / active EE | $3,611 | $3,272+10.4% | $5,045-28.4% | $3,332+8.4% |
| Admin fee / account holder | $2,490 | $3,932-36.7% | $8,159-69.5% | $4,645-46.4% |