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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 | $103,760 | $77,574+33.8% | $108,753-4.6% | $86,983+19.3% |
| Participation rate | 32.7% | 62.3%-29.6pp | 71.1%-38.4pp | 69.5%-36.8pp |
| Annual return | 10.56% | 18.42%-7.9pp | 37.47%-26.9pp | 25.83%-15.3pp |
| Employer contribution / active EE | $314 | $1,611-80.5% | $2,427-87.1% | $2,584-87.9% |
| Participant deferral / active EE | $1,661 | $3,128-46.9% | $4,115-59.6% | $4,194-60.4% |
| Admin fee / account holder | $27,633 | $6,529+323.3% | $10,320+167.8% | $7,856+251.8% |