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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 | $92,544 | $64,909+42.6% | $82,312+12.4% | $62,293+48.6% |
| Participation rate | 41.2% | 74.9%-33.7pp | 76.9%-35.7pp | 69.5%-28.3pp |
| Annual return | 12.01% | 21.18%-9.2pp | 25.88%-13.9pp | 28.90%-16.9pp |
| Employer contribution / active EE | $1,017 | $1,676-39.3% | $2,428-58.1% | $2,042-50.2% |
| Participant deferral / active EE | $2,218 | $3,103-28.5% | $3,706-40.1% | $3,169-30.0% |
| Admin fee / account holder | $1,102 | $440+150.7% | $5,608-80.3% | $479+130.0% |