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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 | $73,787+34.4% | $98,716+0.4% | $82,448+20.3% |
| Participation rate | 52.2% | 61.4%-9.2pp | 69.3%-17.1pp | 68.1%-15.9pp |
| Annual return | 10.75% | 18.57%-7.8pp | 31.81%-21.1pp | 41.64%-30.9pp |
| Employer contribution / active EE | $652 | $1,511-56.8% | $2,279-71.4% | $2,551-74.4% |
| Participant deferral / active EE | $3,258 | $3,081+5.7% | $4,048-19.5% | $4,139-21.3% |
| Admin fee / account holder | $698 | $6,500-89.3% | $8,703-92.0% | $7,234-90.3% |