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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 | $89,648 | $55,902+60.4% | $76,030+17.9% | $80,959+10.7% |
| Participation rate | 54.3% | 62.1%-7.7pp | 69.1%-14.7pp | 67.7%-13.3pp |
| Annual return | 10.10% | 20.59%-10.5pp | 361.54%-351.4pp | 35.67%-25.6pp |
| Employer contribution / active EE | $677 | $1,867-63.8% | $2,688-74.8% | $2,757-75.5% |
| Participant deferral / active EE | $3,469 | $3,051+13.7% | $4,257-18.5% | $4,300-19.3% |
| Admin fee / account holder | $26,122 | $5,239+398.6% | $6,421+306.9% | $6,925+277.2% |