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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 | $109,428 | $71,197+53.7% | $93,669+16.8% | $80,925+35.2% |
| Participation rate | 47.1% | 60.4%-13.3pp | 68.7%-21.7pp | 67.7%-20.6pp |
| Annual return | 7.40% | 11.27%-3.9pp | 133.59%-126.2pp | 35.65%-28.2pp |
| Employer contribution / active EE | $398 | $1,565-74.5% | $2,424-83.6% | $2,756-85.5% |
| Participant deferral / active EE | $3,297 | $4,036-18.3% | $4,416-25.3% | $4,299-23.3% |
| Admin fee / account holder | $1,296 | $6,959-81.4% | $8,291-84.4% | $6,940-81.3% |