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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 | $71,230+53.6% | $93,727+16.8% | $80,959+35.2% |
| Participation rate | 47.1% | 60.4%-13.3pp | 68.7%-21.7pp | 67.7%-20.6pp |
| Annual return | 7.40% | 11.26%-3.9pp | 133.83%-126.4pp | 35.67%-28.3pp |
| Employer contribution / active EE | $398 | $1,565-74.6% | $2,421-83.5% | $2,757-85.6% |
| Participant deferral / active EE | $3,297 | $4,037-18.3% | $4,417-25.4% | $4,300-23.3% |
| Admin fee / account holder | $1,296 | $6,961-81.4% | $8,292-84.4% | $6,925-81.3% |