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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 | $57,061+71.1% | $85,063+14.8% | $80,911+20.7% |
| Participation rate | 20.0% | 56.3%-36.3pp | 67.5%-47.5pp | 67.6%-47.6pp |
| Annual return | 7.24% | 21.66%-14.4pp | 66.54%-59.3pp | 35.63%-28.4pp |
| Employer contribution / active EE | $580 | $1,799-67.8% | $2,727-78.7% | $2,756-79.0% |
| Participant deferral / active EE | $1,335 | $3,110-57.1% | $4,523-70.5% | $4,297-68.9% |
| Admin fee / account holder | $3,245 | $4,986-34.9% | $6,155-47.3% | $6,935-53.2% |