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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 | $118,004 | $65,367+80.5% | $92,915+27.0% | $72,976+61.7% |
| Participation rate | 37.8% | 68.3%-30.5pp | 76.0%-38.2pp | 69.5%-31.7pp |
| Annual return | 1.57% | 42.11%-40.5pp | 109.45%-107.9pp | 81.02%-79.4pp |
| Employer contribution / active EE | $794 | $2,594-69.4% | $3,653-78.3% | $2,440-67.4% |
| Participant deferral / active EE | $3,177 | $3,128+1.6% | $4,238-25.0% | $3,608-11.9% |
| Admin fee / account holder | $9,849 | $4,251+131.7% | $5,796+69.9% | $5,124+92.2% |