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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 | $103,428 | $111,814-7.5% | $103,3780% | $145,978-29.1% |
| Participation rate | 38.5% | 77.9%-39.5pp | 74.5%-36.0pp | 80.3%-41.8pp |
| Annual return | 7.71% | 24.80%-17.1pp | 24.91%-17.2pp | 550.52%-542.8pp |
| Employer contribution / active EE | $1,552 | $4,215-63.2% | $3,870-59.9% | $4,662-66.7% |
| Participant deferral / active EE | $4,924 | $5,618-12.3% | $5,058-2.6% | $6,690-26.4% |
| Admin fee / account holder | $3,230 | $9,764-66.9% | $8,401-61.6% | $13,400-75.9% |