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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 | $103,908 | $67,602+53.7% | $82,312+26.2% | $70,126+48.2% |
| Participation rate | 39.4% | 72.8%-33.4pp | 76.9%-37.5pp | 69.5%-30.1pp |
| Annual return | 10.21% | 21.57%-11.4pp | 25.88%-15.7pp | 73.15%-62.9pp |
| Employer contribution / active EE | $900 | $1,755-48.7% | $2,428-62.9% | $2,343-61.6% |
| Participant deferral / active EE | $2,225 | $2,987-25.5% | $3,706-40.0% | $3,332-33.2% |
| Admin fee / account holder | $925 | $4,512-79.5% | $5,608-83.5% | $4,645-80.1% |