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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 | $119,117 | $71,215+67.3% | $93,696+27.1% | $80,935+47.2% |
| Participation rate | 21.9% | 60.4%-38.5pp | 68.7%-46.8pp | 67.7%-45.8pp |
| Annual return | 9.83% | 11.27%-1.4pp | 133.74%-123.9pp | 35.66%-25.8pp |
| Employer contribution / active EE | $386 | $1,565-75.3% | $2,422-84.1% | $2,757-86.0% |
| Participant deferral / active EE | $1,995 | $4,037-50.6% | $4,417-54.8% | $4,299-53.6% |
| Admin fee / account holder | $14,710 | $6,958+111.4% | $8,287+77.5% | $6,924+112.4% |