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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 | $107,435 | $55,902+92.2% | $76,030+41.3% | $80,959+32.7% |
| Participation rate | 23.5% | 62.1%-38.5pp | 69.1%-45.5pp | 67.7%-44.1pp |
| Annual return | 7.64% | 20.59%-13.0pp | 361.54%-353.9pp | 35.67%-28.0pp |
| Employer contribution / active EE | $483 | $1,867-74.1% | $2,688-82.0% | $2,757-82.5% |
| Participant deferral / active EE | $1,944 | $3,051-36.3% | $4,257-54.3% | $4,300-54.8% |
| Admin fee / account holder | $7,404 | $5,239+41.3% | $6,421+15.3% | $6,925+6.9% |