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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 | $89,956 | $55,932+60.8% | $76,735+17.2% | $67,986+32.3% |
| Participation rate | 26.4% | 50.8%-24.4pp | 69.5%-43.1pp | 57.2%-30.8pp |
| Annual return | 5.99% | 23.10%-17.1pp | 29.77%-23.8pp | 31.67%-25.7pp |
| Employer contribution / active EE | $823 | $1,487-44.6% | $2,454-66.5% | $2,019-59.2% |
| Participant deferral / active EE | $1,592 | $2,558-37.8% | $4,088-61.1% | $3,358-52.6% |
| Admin fee / account holder | $3,687 | $4,907-24.9% | $7,189-48.7% | $3,203+15.1% |