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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 | $120,460 | $32,037+276.0% | $69,182+74.1% | $62,881+91.6% |
| Participation rate | 10.7% | 43.4%-32.8pp | 55.1%-44.4pp | 69.3%-58.6pp |
| Annual return | 0.10% | 15.16%-15.1pp | -21.93%+22.0pp | 20.14%-20.0pp |
| Employer contribution / active EE | $331 | $679-51.3% | $1,206-72.6% | $2,281-85.5% |
| Participant deferral / active EE | $903 | $1,185-23.9% | $1,897-52.4% | $3,203-71.8% |
| Admin fee / account holder | $1,873 | $2,608-28.2% | $2,697-30.5% | $4,296-56.4% |