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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 | $101,558 | $72,486+40.1% | $87,103+16.6% | $72,976+39.2% |
| Participation rate | 35.1% | 72.8%-37.7pp | 76.9%-41.7pp | 69.5%-34.4pp |
| Annual return | 12.66% | 24.46%-11.8pp | 28.19%-15.5pp | 81.02%-68.4pp |
| Employer contribution / active EE | $897 | $1,894-52.7% | $2,521-64.4% | $2,440-63.3% |
| Participant deferral / active EE | $1,793 | $3,270-45.2% | $4,049-55.7% | $3,608-50.3% |
| Admin fee / account holder | $22,565 | $5,055+346.4% | $7,491+201.2% | $5,124+340.4% |