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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 | $92,071 | $73,787+24.8% | $98,716-6.7% | $82,448+11.7% |
| Participation rate | 28.0% | 61.4%-33.5pp | 69.3%-41.3pp | 68.1%-40.1pp |
| Annual return | 11.28% | 18.57%-7.3pp | 31.81%-20.5pp | 41.64%-30.4pp |
| Employer contribution / active EE | $611 | $1,511-59.6% | $2,279-73.2% | $2,551-76.1% |
| Participant deferral / active EE | $1,479 | $3,081-52.0% | $4,048-63.5% | $4,139-64.3% |
| Admin fee / account holder | $6,846 | $6,500+5.3% | $8,703-21.3% | $7,234-5.4% |