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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 | $87,730 | $53,583+63.7% | $114,563-23.4% | $64,340+36.4% |
| Participation rate | 29.2% | 47.4%-18.2pp | 72.9%-43.7pp | 55.2%-26.0pp |
| Annual return | 11.72% | 24.51%-12.8pp | 241.09%-229.4pp | 24.14%-12.4pp |
| Employer contribution / active EE | $637 | $1,087-41.4% | $2,592-75.4% | $1,862-65.8% |
| Participant deferral / active EE | $1,589 | $2,134-25.5% | $4,142-61.6% | $2,980-46.7% |
| Admin fee / account holder | $3,895 | $3,206+21.5% | $7,623-48.9% | $3,703+5.2% |