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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 | $93,621 | $57,140+63.8% | $85,240+9.8% | $80,959+15.6% |
| Participation rate | 29.3% | 56.4%-27.1pp | 67.5%-38.2pp | 67.7%-38.3pp |
| Annual return | 10.07% | 21.71%-11.6pp | 66.75%-56.7pp | 35.67%-25.6pp |
| Employer contribution / active EE | $755 | $1,802-58.1% | $2,735-72.4% | $2,757-72.6% |
| Participant deferral / active EE | $2,429 | $3,115-22.0% | $4,527-46.3% | $4,300-43.5% |
| Admin fee / account holder | $2,567 | $4,992-48.6% | $6,165-58.4% | $6,925-62.9% |