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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 | $88,211 | $73,787+19.5% | $98,716-10.6% | $82,448+7.0% |
| Participation rate | 35.5% | 61.4%-25.9pp | 69.3%-33.8pp | 68.1%-32.5pp |
| Annual return | 12.46% | 18.57%-6.1pp | 31.81%-19.4pp | 41.64%-29.2pp |
| Employer contribution / active EE | $342 | $1,511-77.4% | $2,279-85.0% | $2,551-86.6% |
| Participant deferral / active EE | $1,885 | $3,081-38.8% | $4,048-53.4% | $4,139-54.5% |
| Admin fee / account holder | $1,259 | $6,500-80.6% | $8,703-85.5% | $7,234-82.6% |