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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 | $97,272 | $52,279+86.1% | $89,400+8.8% | $79,858+21.8% |
| Participation rate | 17.2% | 57.5%-40.3pp | 68.0%-50.7pp | 69.6%-52.4pp |
| Annual return | 10.85% | 22.16%-11.3pp | 245.64%-234.8pp | 31.72%-20.9pp |
| Employer contribution / active EE | $323 | $1,572-79.4% | $2,586-87.5% | $2,471-86.9% |
| Participant deferral / active EE | $1,651 | $2,740-39.7% | $3,890-57.6% | $3,740-55.9% |
| Admin fee / account holder | $789 | $3,356-76.5% | $4,882-83.8% | $5,306-85.1% |