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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 | $96,008 | $52,279+83.6% | $89,435+7.4% | $79,856+20.2% |
| Participation rate | 24.6% | 57.5%-33.0pp | 68.0%-43.4pp | 69.6%-45.1pp |
| Annual return | 10.71% | 22.16%-11.5pp | 245.55%-234.8pp | 31.71%-21.0pp |
| Employer contribution / active EE | $479 | $1,572-69.5% | $2,587-81.5% | $2,471-80.6% |
| Participant deferral / active EE | $1,212 | $2,740-55.8% | $3,890-68.8% | $3,741-67.6% |
| Admin fee / account holder | $804 | $3,356-76.1% | $4,884-83.5% | $5,306-84.9% |