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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 | $77,384 | $36,844+110.0% | $83,854-7.7% | $65,306+18.5% |
| Participation rate | 36.9% | 29.2%+7.7pp | 59.1%-22.2pp | 57.7%-20.8pp |
| Annual return | 12.83% | 22.28%-9.5pp | 31.39%-18.6pp | 21.94%-9.1pp |
| Employer contribution / active EE | $613 | $415+47.8% | $1,017-39.7% | $1,967-68.8% |
| Participant deferral / active EE | $1,847 | $1,040+77.6% | $2,035-9.3% | $2,959-37.6% |
| Admin fee / account holder | $9,858 | $2,546+287.2% | $3,197+208.4% | $3,480+183.3% |