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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 | $57,119+43.2% | $85,187-4.0% | $80,935+1.1% |
| Participation rate | 32.4% | 56.4%-24.0pp | 67.5%-35.1pp | 67.7%-35.2pp |
| Annual return | 8.30% | 21.70%-13.4pp | 66.67%-58.4pp | 35.66%-27.4pp |
| Employer contribution / active EE | $668 | $1,802-62.9% | $2,732-75.5% | $2,757-75.8% |
| Participant deferral / active EE | $1,372 | $3,115-55.9% | $4,525-69.7% | $4,299-68.1% |
| Admin fee / account holder | $728 | $4,990-85.4% | $6,162-88.2% | $6,924-89.5% |