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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 | $58,848+82.4% | $88,179+21.7% | $82,637+29.9% |
| Participation rate | 45.7% | 57.9%-12.2pp | 69.1%-23.4pp | 68.1%-22.3pp |
| Annual return | 12.12% | 22.76%-10.6pp | 64.97%-52.9pp | 53.51%-41.4pp |
| Employer contribution / active EE | $535 | $1,678-68.1% | $2,549-79.0% | $2,552-79.0% |
| Participant deferral / active EE | $3,923 | $3,124+25.6% | $4,614-15.0% | $4,126-4.9% |
| Admin fee / account holder | $16,619 | $4,795+246.6% | $7,673+116.6% | $7,339+126.5% |