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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 | $81,822 | $57,073+43.4% | $85,126-3.9% | $80,925+1.1% |
| Participation rate | 32.4% | 56.4%-24.0pp | 67.5%-35.1pp | 67.7%-35.2pp |
| Annual return | 8.30% | 21.69%-13.4pp | 66.63%-58.3pp | 35.65%-27.4pp |
| Employer contribution / active EE | $668 | $1,801-62.9% | $2,731-75.5% | $2,756-75.7% |
| Participant deferral / active EE | $1,372 | $3,113-55.9% | $4,523-69.7% | $4,299-68.1% |
| Admin fee / account holder | $728 | $4,988-85.4% | $6,160-88.2% | $6,940-89.5% |