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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 | $94,199 | $54,763+72.0% | $90,324+4.3% | $72,976+29.1% |
| Participation rate | 27.8% | 65.2%-37.4pp | 73.3%-45.5pp | 69.5%-41.7pp |
| Annual return | 2.83% | 30.63%-27.8pp | 78.15%-75.3pp | 81.02%-78.2pp |
| Employer contribution / active EE | $749 | $2,093-64.2% | $2,856-73.8% | $2,440-69.3% |
| Participant deferral / active EE | $1,876 | $2,887-35.0% | $3,885-51.7% | $3,608-48.0% |
| Admin fee / account holder | $7,240 | $3,973+82.2% | $5,356+35.2% | $5,124+41.3% |