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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 | $115,941 | $64,920+78.6% | $103,693+11.8% | $86,983+33.3% |
| Participation rate | 47.5% | 63.6%-16.1pp | 72.6%-25.1pp | 69.5%-22.0pp |
| Annual return | 9.73% | 30.29%-20.6pp | 47.61%-37.9pp | 25.83%-16.1pp |
| Employer contribution / active EE | $457 | $2,141-78.7% | $2,920-84.4% | $2,584-82.3% |
| Participant deferral / active EE | $2,384 | $3,241-26.4% | $4,579-47.9% | $4,194-43.2% |
| Admin fee / account holder | $16,463 | $6,191+165.9% | $7,858+109.5% | $7,856+109.6% |