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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 | $71,208+53.6% | $93,681+16.8% | $80,911+35.2% |
| Participation rate | 39.1% | 60.4%-21.3pp | 68.7%-29.6pp | 67.6%-28.5pp |
| Annual return | 7.00% | 11.27%-4.3pp | 133.47%-126.5pp | 35.63%-28.6pp |
| Employer contribution / active EE | $557 | $1,564-64.4% | $2,422-77.0% | $2,756-79.8% |
| Participant deferral / active EE | $1,473 | $4,035-63.5% | $4,415-66.6% | $4,297-65.7% |
| Admin fee / account holder | $3,678 | $6,951-47.1% | $8,290-55.6% | $6,935-47.0% |