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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 | $107,585 | $76,371+40.9% | $93,621+14.9% | $72,975+47.4% |
| Participation rate | 64.7% | 71.8%-7.0pp | 75.8%-11.1pp | 69.5%-4.8pp |
| Annual return | 14.25% | 25.82%-11.6pp | 32.76%-18.5pp | 81.01%-66.8pp |
| Employer contribution / active EE | $592 | $2,276-74.0% | $2,719-78.2% | $2,440-75.7% |
| Participant deferral / active EE | $3,554 | $3,538+0.4% | $4,070-12.7% | $3,608-1.5% |
| Admin fee / account holder | $3,681 | $6,839-46.2% | $7,890-53.3% | $5,124-28.2% |