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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 | $97,182 | $62,672+55.1% | $185,117-47.5% | $70,126+38.6% |
| Participation rate | 35.3% | 63.8%-28.5pp | 77.3%-42.0pp | 69.5%-34.2pp |
| Annual return | 13.14% | 40.79%-27.6pp | 40.50%-27.4pp | 73.15%-60.0pp |
| Employer contribution / active EE | $990 | $1,753-43.5% | $4,182-76.3% | $2,343-57.7% |
| Participant deferral / active EE | $2,013 | $3,272-38.5% | $5,045-60.1% | $3,332-39.6% |
| Admin fee / account holder | $6,035 | $3,932+53.5% | $8,159-26.0% | $4,645+29.9% |