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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 | $75,154 | $58,848+27.7% | $88,179-14.8% | $82,637-9.1% |
| Participation rate | 14.3% | 57.9%-43.6pp | 69.1%-54.9pp | 68.1%-53.8pp |
| Annual return | 12.71% | 22.76%-10.0pp | 64.97%-52.3pp | 53.51%-40.8pp |
| Employer contribution / active EE | $301 | $1,678-82.0% | $2,549-88.2% | $2,552-88.2% |
| Participant deferral / active EE | $860 | $3,124-72.5% | $4,614-81.4% | $4,126-79.2% |
| Admin fee / account holder | $1,294 | $4,795-73.0% | $7,673-83.1% | $7,339-82.4% |