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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 | $102,581 | $80,985+26.7% | $96,576+6.2% | $75,181+36.4% |
| Participation rate | 63.2% | 71.8%-8.6pp | 76.0%-12.8pp | 67.2%-4.0pp |
| Annual return | 11.99% | 27.05%-15.1pp | 25.87%-13.9pp | 160.69%-148.7pp |
| Employer contribution / active EE | $717 | $2,282-68.6% | $2,965-75.8% | $2,671-73.2% |
| Participant deferral / active EE | $3,951 | $3,929+0.6% | $4,851-18.5% | $4,126-4.2% |
| Admin fee / account holder | $27,619 | $6,719+311.1% | $8,253+234.7% | $5,650+388.8% |