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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 | $104,835 | $48,078+118.1% | $78,676+33.2% | $62,881+66.7% |
| Participation rate | 42.4% | 65.2%-22.8pp | 73.6%-31.2pp | 69.3%-26.9pp |
| Annual return | 3.19% | 31.36%-28.2pp | 62.19%-59.0pp | 20.14%-17.0pp |
| Employer contribution / active EE | $3,390 | $2,015+68.3% | $2,850+18.9% | $2,281+48.6% |
| Participant deferral / active EE | $1,552 | $2,587-40.0% | $3,517-55.9% | $3,203-51.5% |
| Admin fee / account holder | $5,090 | $3,206+58.8% | $4,510+12.9% | $4,296+18.5% |