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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 | $132,696 | $60,349+119.9% | $74,184+78.9% | $62,881+111.0% |
| Participation rate | 57.5% | 72.7%-15.2pp | 76.6%-19.1pp | 69.3%-11.8pp |
| Annual return | 2.70% | 21.38%-18.7pp | 17.74%-15.0pp | 20.14%-17.4pp |
| Employer contribution / active EE | $997 | $1,680-40.7% | $2,370-57.9% | $2,281-56.3% |
| Participant deferral / active EE | $4,017 | $2,856+40.6% | $3,550+13.2% | $3,203+25.4% |
| Admin fee / account holder | $23,502 | $4,261+451.6% | $5,586+320.8% | $4,296+447.1% |