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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 | $89,430 | $51,207+74.6% | $70,565+26.7% | $75,177+19.0% |
| Participation rate | 18.8% | 61.0%-42.2pp | 68.4%-49.6pp | 67.2%-48.5pp |
| Annual return | 11.25% | 30.05%-18.8pp | 32.79%-21.5pp | 160.75%-149.5pp |
| Employer contribution / active EE | $786 | $1,826-56.9% | $2,976-73.6% | $2,671-70.6% |
| Participant deferral / active EE | $2,619 | $2,850-8.1% | $4,568-42.7% | $4,126-36.5% |
| Admin fee / account holder | $4,965 | $4,097+21.2% | $6,430-22.8% | $5,651-12.1% |