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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 | $113,268 | $53,128+113.2% | $86,582+30.8% | $70,126+61.5% |
| Participation rate | 42.4% | 65.3%-22.9pp | 73.5%-31.1pp | 69.5%-27.1pp |
| Annual return | 7.38% | 27.66%-20.3pp | 965.08%-957.7pp | 73.15%-65.8pp |
| Employer contribution / active EE | $3,864 | $2,068+86.8% | $2,839+36.1% | $2,343+64.9% |
| Participant deferral / active EE | $1,926 | $2,695-28.5% | $3,609-46.6% | $3,332-42.2% |
| Admin fee / account holder | $6,426 | $3,584+79.3% | $4,904+31.0% | $4,645+38.3% |