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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 | $88,188 | $58,848+49.9% | $88,1790% | $82,637+6.7% |
| Participation rate | 52.9% | 57.9%-5.0pp | 69.1%-16.2pp | 68.1%-15.1pp |
| Annual return | 10.24% | 22.76%-12.5pp | 64.97%-54.7pp | 53.51%-43.3pp |
| Employer contribution / active EE | $475 | $1,678-71.7% | $2,549-81.4% | $2,552-81.4% |
| Participant deferral / active EE | $3,433 | $3,124+9.9% | $4,614-25.6% | $4,126-16.8% |
| Admin fee / account holder | $1,641 | $4,795-65.8% | $7,673-78.6% | $7,339-77.6% |