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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 | $84,017 | $55,902+50.3% | $76,030+10.5% | $80,959+3.8% |
| Participation rate | 21.1% | 62.1%-41.0pp | 69.1%-48.0pp | 67.7%-46.6pp |
| Annual return | 7.79% | 20.59%-12.8pp | 361.54%-353.7pp | 35.67%-27.9pp |
| Employer contribution / active EE | $558 | $1,867-70.1% | $2,688-79.2% | $2,757-79.8% |
| Participant deferral / active EE | $2,224 | $3,051-27.1% | $4,257-47.8% | $4,300-48.3% |
| Admin fee / account holder | $7,083 | $5,239+35.2% | $6,421+10.3% | $6,925+2.3% |