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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 | $104,624 | $35,183+197.4% | $73,545+42.3% | $70,124+49.2% |
| Participation rate | 28.2% | 42.9%-14.7pp | 54.9%-26.7pp | 69.5%-41.3pp |
| Annual return | 11.41% | 26.90%-15.5pp | -15.16%+26.6pp | 73.14%-61.7pp |
| Employer contribution / active EE | $659 | $709-7.1% | $1,219-46.0% | $2,342-71.9% |
| Participant deferral / active EE | $1,922 | $1,220+57.6% | $1,806+6.4% | $3,332-42.3% |
| Admin fee / account holder | $915 | $2,302-60.2% | $2,320-60.5% | $4,645-80.3% |