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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 | $97,951 | $65,041+50.6% | $90,965+7.7% | $79,858+22.7% |
| Participation rate | 29.5% | 61.6%-32.1pp | 69.0%-39.5pp | 69.6%-40.1pp |
| Annual return | 7.58% | 30.45%-22.9pp | 134.57%-127.0pp | 31.72%-24.1pp |
| Employer contribution / active EE | $893 | $1,247-28.4% | $2,122-57.9% | $2,471-63.9% |
| Participant deferral / active EE | $1,133 | $2,512-54.9% | $3,373-66.4% | $3,740-69.7% |
| Admin fee / account holder | $850 | $4,536-81.3% | $5,960-85.7% | $5,306-84.0% |