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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 | $98,606 | $79,955+23.3% | $98,450+0.2% | $75,181+31.2% |
| Participation rate | 48.3% | 70.4%-22.1pp | 75.2%-26.9pp | 67.2%-18.9pp |
| Annual return | 10.19% | 19.75%-9.6pp | 21.16%-11.0pp | 160.69%-150.5pp |
| Employer contribution / active EE | $620 | $2,264-72.6% | $3,049-79.7% | $2,671-76.8% |
| Participant deferral / active EE | $2,681 | $3,752-28.6% | $4,739-43.4% | $4,126-35.0% |
| Admin fee / account holder | $3,889 | $6,841-43.2% | $8,961-56.6% | $5,650-31.2% |