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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 | $94,983 | $57,590+64.9% | $86,233+10.1% | $82,448+15.2% |
| Participation rate | 48.0% | 57.9%-9.9pp | 69.0%-21.0pp | 68.1%-20.1pp |
| Annual return | 9.49% | 22.41%-12.9pp | 61.39%-51.9pp | 41.64%-32.2pp |
| Employer contribution / active EE | $453 | $1,655-72.7% | $2,504-81.9% | $2,551-82.3% |
| Participant deferral / active EE | $2,936 | $3,080-4.7% | $4,559-35.6% | $4,139-29.1% |
| Admin fee / account holder | $464 | $4,730-90.2% | $8,342-94.4% | $7,234-93.6% |