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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 | $101,344 | $81,233+24.8% | $155,567-34.9% | $80,874+25.3% |
| Participation rate | 12.2% | 66.2%-54.0pp | 78.2%-66.0pp | 67.6%-55.5pp |
| Annual return | 4.30% | 33.33%-29.0pp | 64.74%-60.4pp | 35.62%-31.3pp |
| Employer contribution / active EE | $392 | $3,101-87.4% | $4,674-91.6% | $2,756-85.8% |
| Participant deferral / active EE | $1,362 | $3,452-60.6% | $5,628-75.8% | $4,297-68.3% |
| Admin fee / account holder | $2,594 | $7,998-67.6% | $15,916-83.7% | $6,935-62.6% |