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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 | $85,643 | $59,440+44.1% | $78,004+9.8% | $82,637+3.6% |
| Participation rate | 28.1% | 62.8%-34.7pp | 69.4%-41.4pp | 68.1%-40.0pp |
| Annual return | 6.98% | 40.24%-33.3pp | 31.07%-24.1pp | 53.51%-46.5pp |
| Employer contribution / active EE | $715 | $1,750-59.1% | $2,469-71.0% | $2,552-72.0% |
| Participant deferral / active EE | $2,164 | $3,138-31.0% | $4,092-47.1% | $4,126-47.5% |
| Admin fee / account holder | $4,107 | $5,504-25.4% | $7,578-45.8% | $7,339-44.0% |