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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 | $93,272 | $48,364+92.9% | $71,796+29.9% | $62,881+48.3% |
| Participation rate | 25.4% | 60.6%-35.2pp | 69.1%-43.7pp | 69.3%-43.9pp |
| Annual return | 2.27% | 13.16%-10.9pp | 78.04%-75.8pp | 20.14%-17.9pp |
| Employer contribution / active EE | $649 | $1,042-37.7% | $1,924-66.3% | $2,281-71.5% |
| Participant deferral / active EE | $1,584 | $2,091-24.2% | $2,794-43.3% | $3,203-50.5% |
| Admin fee / account holder | $1,053 | $3,771-72.1% | $4,815-78.1% | $4,296-75.5% |