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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 | $97,651 | $57,140+70.9% | $85,240+14.6% | $80,959+20.6% |
| Participation rate | 20.0% | 56.4%-36.4pp | 67.5%-47.5pp | 67.7%-47.7pp |
| Annual return | 7.24% | 21.71%-14.5pp | 66.75%-59.5pp | 35.67%-28.4pp |
| Employer contribution / active EE | $580 | $1,802-67.8% | $2,735-78.8% | $2,757-79.0% |
| Participant deferral / active EE | $1,335 | $3,115-57.1% | $4,527-70.5% | $4,300-69.0% |
| Admin fee / account holder | $3,245 | $4,992-35.0% | $6,165-47.4% | $6,925-53.1% |