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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 | $101,587 | $37,446+171.3% | $77,552+31.0% | $79,856+27.2% |
| Participation rate | 62.2% | 41.5%+20.6pp | 54.2%+8.0pp | 69.6%-7.5pp |
| Annual return | 9.03% | 39.76%-30.7pp | 54.82%-45.8pp | 31.71%-22.7pp |
| Employer contribution / active EE | $577 | $637-9.5% | $987-41.5% | $2,471-76.7% |
| Participant deferral / active EE | $1,483 | $1,261+17.6% | $1,861-20.3% | $3,741-60.4% |
| Admin fee / account holder | $22,018 | $2,506+778.6% | $2,859+670.1% | $5,306+314.9% |