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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 | $81,276+24.7% | $155,574-34.9% | $80,925+25.2% |
| Participation rate | 12.2% | 66.2%-54.1pp | 78.2%-66.0pp | 67.7%-55.5pp |
| Annual return | 4.30% | 33.36%-29.1pp | 64.87%-60.6pp | 35.65%-31.4pp |
| Employer contribution / active EE | $392 | $3,103-87.4% | $4,676-91.6% | $2,756-85.8% |
| Participant deferral / active EE | $1,362 | $3,453-60.6% | $5,629-75.8% | $4,299-68.3% |
| Admin fee / account holder | $2,594 | $7,993-67.6% | $15,914-83.7% | $6,940-62.6% |