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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 | $100,053 | $37,446+167.2% | $77,513+29.1% | $79,852+25.3% |
| Participation rate | 25.5% | 41.5%-16.0pp | 54.2%-28.7pp | 69.6%-44.1pp |
| Annual return | 8.48% | 39.76%-31.3pp | 54.81%-46.3pp | 31.72%-23.2pp |
| Employer contribution / active EE | $478 | $637-24.9% | $987-51.5% | $2,471-80.6% |
| Participant deferral / active EE | $1,753 | $1,261+39.1% | $1,861-5.8% | $3,740-53.1% |
| Admin fee / account holder | $2,362 | $2,506-5.8% | $2,859-17.4% | $5,306-55.5% |