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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 | $52,682+70.8% | $78,004+15.3% | $64,097+40.3% |
| Participation rate | 26.4% | 47.7%-21.3pp | 69.4%-43.0pp | 55.2%-28.8pp |
| Annual return | 5.99% | 22.45%-16.5pp | 31.07%-25.1pp | 34.64%-28.7pp |
| Employer contribution / active EE | $823 | $1,323-37.8% | $2,469-66.7% | $1,891-56.5% |
| Participant deferral / active EE | $1,592 | $2,346-32.1% | $4,092-61.1% | $3,080-48.3% |
| Admin fee / account holder | $3,687 | $5,420-32.0% | $7,578-51.3% | $3,454+6.7% |