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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 | $63,354+36.7% | $94,105-8.0% | $82,637+4.8% |
| Participation rate | 36.9% | 63.8%-26.9pp | 71.9%-35.0pp | 68.1%-31.1pp |
| Annual return | 12.42% | 34.36%-21.9pp | 204.55%-192.1pp | 53.51%-41.1pp |
| Employer contribution / active EE | $385 | $1,760-78.1% | $2,504-84.6% | $2,552-84.9% |
| Participant deferral / active EE | $1,087 | $2,873-62.2% | $3,881-72.0% | $4,126-73.7% |
| Admin fee / account holder | $6,672 | $5,073+31.5% | $6,199+7.6% | $7,339-9.1% |