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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 | $113,678 | $57,590+97.4% | $86,233+31.8% | $82,448+37.9% |
| Participation rate | 53.3% | 57.9%-4.5pp | 69.0%-15.7pp | 68.1%-14.7pp |
| Annual return | 13.33% | 22.41%-9.1pp | 61.39%-48.1pp | 41.64%-28.3pp |
| Employer contribution / active EE | $908 | $1,655-45.1% | $2,504-63.7% | $2,551-64.4% |
| Participant deferral / active EE | $1,890 | $3,080-38.6% | $4,559-58.5% | $4,139-54.3% |
| Admin fee / account holder | $30,843 | $4,730+552.0% | $8,342+269.7% | $7,234+326.3% |