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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 | $86,098 | $64,890+32.7% | $134,172-35.8% | $67,986+26.6% |
| Participation rate | 34.8% | 48.5%-13.7pp | 72.5%-37.7pp | 57.2%-22.4pp |
| Annual return | 11.03% | 16.12%-5.1pp | 25.30%-14.3pp | 31.67%-20.6pp |
| Employer contribution / active EE | $804 | $1,360-40.9% | $3,420-76.5% | $2,019-60.2% |
| Participant deferral / active EE | $1,517 | $2,289-33.7% | $4,690-67.7% | $3,358-54.8% |
| Admin fee / account holder | $14,235 | $3,140+353.3% | $12,016+18.5% | $3,203+344.4% |