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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 | $57,590+86.4% | $86,233+24.5% | $82,448+30.2% |
| Participation rate | 45.7% | 57.9%-12.2pp | 69.0%-23.3pp | 68.1%-22.4pp |
| Annual return | 12.12% | 22.41%-10.3pp | 61.39%-49.3pp | 41.64%-29.5pp |
| Employer contribution / active EE | $535 | $1,655-67.7% | $2,504-78.6% | $2,551-79.0% |
| Participant deferral / active EE | $3,923 | $3,080+27.4% | $4,559-14.0% | $4,139-5.2% |
| Admin fee / account holder | $16,619 | $4,730+251.3% | $8,342+99.2% | $7,234+129.7% |