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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 | $88,957 | $39,132+127.3% | $57,196+55.5% | $62,881+41.5% |
| Participation rate | 55.9% | 70.5%-14.6pp | 75.3%-19.5pp | 69.3%-13.4pp |
| Annual return | 1.04% | 9.24%-8.2pp | 14.59%-13.5pp | 20.14%-19.1pp |
| Employer contribution / active EE | $4,173 | $1,874+122.7% | $2,683+55.5% | $2,281+82.9% |
| Participant deferral / active EE | $1,529 | $2,374-35.6% | $3,096-50.6% | $3,203-52.3% |
| Admin fee / account holder | $10,725 | $2,594+313.5% | $3,141+241.5% | $4,296+149.7% |