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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 | $86,596 | $73,107+18.5% | $114,563-24.4% | $87,485-1.0% |
| Participation rate | 36.9% | 65.8%-28.9pp | 72.9%-36.0pp | 68.9%-32.0pp |
| Annual return | 12.42% | 19.47%-7.1pp | 241.09%-228.7pp | 26.06%-13.6pp |
| Employer contribution / active EE | $385 | $1,881-79.5% | $2,592-85.1% | $2,596-85.2% |
| Participant deferral / active EE | $1,087 | $3,144-65.4% | $4,142-73.8% | $4,274-74.6% |
| Admin fee / account holder | $6,672 | $5,770+15.6% | $7,623-12.5% | $7,775-14.2% |