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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 | $107,331 | $58,057+84.9% | $97,032+10.6% | $86,983+23.4% |
| Participation rate | 45.7% | 60.4%-14.6pp | 71.6%-25.9pp | 69.5%-23.8pp |
| Annual return | 12.12% | 22.26%-10.1pp | 35.38%-23.3pp | 25.83%-13.7pp |
| Employer contribution / active EE | $535 | $1,663-67.8% | $2,629-79.6% | $2,584-79.3% |
| Participant deferral / active EE | $3,923 | $3,244+20.9% | $4,672-16.0% | $4,194-6.5% |
| Admin fee / account holder | $16,619 | $4,839+243.5% | $9,418+76.5% | $7,856+111.6% |