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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 | $117,144 | $36,140+224.1% | $73,658+59.0% | $64,340+82.1% |
| Participation rate | 11.7% | 31.0%-19.3pp | 57.0%-45.3pp | 55.2%-43.5pp |
| Annual return | 13.10% | 21.48%-8.4pp | 29.72%-16.6pp | 24.14%-11.0pp |
| Employer contribution / active EE | $254 | $443-42.6% | $1,032-75.4% | $1,862-86.3% |
| Participant deferral / active EE | $918 | $1,023-10.2% | $2,062-55.5% | $2,980-69.2% |
| Admin fee / account holder | $4,284 | $2,513+70.5% | $3,357+27.6% | $3,703+15.7% |