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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 | $91,781 | $61,166+50.1% | $186,193-50.7% | $64,728+41.8% |
| Participation rate | 17.5% | 40.4%-22.9pp | 77.1%-59.6pp | 57.9%-40.4pp |
| Annual return | 12.91% | 18.93%-6.0pp | 78.03%-65.1pp | 49.38%-36.5pp |
| Employer contribution / active EE | $582 | $1,526-61.9% | $3,918-85.2% | $2,243-74.1% |
| Participant deferral / active EE | $1,329 | $2,160-38.5% | $6,513-79.6% | $2,729-51.3% |
| Admin fee / account holder | $3,756 | $1,422+164.1% | $11,058-66.0% | $1,145+228.0% |