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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 | $77,574+27.8% | $108,753-8.8% | $86,983+14.0% |
| Participation rate | 52.2% | 62.3%-10.1pp | 71.1%-18.9pp | 69.5%-17.4pp |
| Annual return | 10.75% | 18.42%-7.7pp | 37.47%-26.7pp | 25.83%-15.1pp |
| Employer contribution / active EE | $652 | $1,611-59.5% | $2,427-73.1% | $2,584-74.8% |
| Participant deferral / active EE | $3,258 | $3,128+4.1% | $4,115-20.8% | $4,194-22.3% |
| Admin fee / account holder | $698 | $6,529-89.3% | $10,320-93.2% | $7,856-91.1% |