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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 | $85,081 | $59,839+42.2% | $81,991+3.8% | $79,852+6.5% |
| Participation rate | 25.8% | 61.6%-35.8pp | 69.3%-43.4pp | 69.6%-43.8pp |
| Annual return | 7.30% | 17.56%-10.3pp | 41.31%-34.0pp | 31.72%-24.4pp |
| Employer contribution / active EE | $842 | $1,713-50.9% | $2,498-66.3% | $2,471-65.9% |
| Participant deferral / active EE | $1,920 | $2,695-28.8% | $3,722-48.4% | $3,740-48.7% |
| Admin fee / account holder | $776 | $4,287-81.9% | $5,665-86.3% | $5,306-85.4% |