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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 | $86,973 | $50,534+72.1% | $213,469-59.3% | $64,340+35.2% |
| Participation rate | 27.4% | 46.3%-18.9pp | 77.1%-49.8pp | 55.2%-27.9pp |
| Annual return | 12.46% | 38.98%-26.5pp | 20.58%-8.1pp | 24.14%-11.7pp |
| Employer contribution / active EE | $895 | $1,419-37.0% | $4,994-82.1% | $1,862-51.9% |
| Participant deferral / active EE | $2,662 | $2,901-8.2% | $6,841-61.1% | $2,980-10.7% |
| Admin fee / account holder | $11,356 | $4,263+166.4% | $27,141-58.2% | $3,703+206.7% |