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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 | $99,145 | $74,535+33.0% | $100,712-1.6% | $82,637+20.0% |
| Participation rate | 52.2% | 61.2%-9.0pp | 69.3%-17.1pp | 68.1%-15.9pp |
| Annual return | 10.75% | 18.92%-8.2pp | 33.27%-22.5pp | 53.51%-42.8pp |
| Employer contribution / active EE | $652 | $1,503-56.6% | $2,313-71.8% | $2,552-74.4% |
| Participant deferral / active EE | $3,258 | $3,074+6.0% | $4,085-20.3% | $4,126-21.0% |
| Admin fee / account holder | $698 | $6,576-89.4% | $9,256-92.5% | $7,339-90.5% |