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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 | $88,142 | $51,202+72.1% | $70,548+24.9% | $75,181+17.2% |
| Participation rate | 18.0% | 61.0%-42.9pp | 68.3%-50.3pp | 67.2%-49.2pp |
| Annual return | 5.76% | 30.05%-24.3pp | 32.78%-27.0pp | 160.69%-154.9pp |
| Employer contribution / active EE | $493 | $1,827-73.0% | $2,975-83.4% | $2,671-81.5% |
| Participant deferral / active EE | $1,867 | $2,850-34.5% | $4,567-59.1% | $4,126-54.8% |
| Admin fee / account holder | $2,545 | $4,094-37.8% | $6,424-60.4% | $5,650-55.0% |