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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 | $109,398 | $71,230+53.6% | $93,727+16.7% | $80,959+35.1% |
| Participation rate | 39.1% | 60.4%-21.3pp | 68.7%-29.6pp | 67.7%-28.5pp |
| Annual return | 7.00% | 11.26%-4.3pp | 133.83%-126.8pp | 35.67%-28.7pp |
| Employer contribution / active EE | $557 | $1,565-64.4% | $2,421-77.0% | $2,757-79.8% |
| Participant deferral / active EE | $1,473 | $4,037-63.5% | $4,417-66.7% | $4,300-65.8% |
| Admin fee / account holder | $3,678 | $6,961-47.2% | $8,292-55.6% | $6,925-46.9% |