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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 | $82,905 | $52,306+58.5% | $69,779+18.8% | $62,881+31.8% |
| Participation rate | 65.9% | 67.2%-1.4pp | 71.8%-5.9pp | 69.3%-3.4pp |
| Annual return | 0.10% | 13.35%-13.3pp | 12.99%-12.9pp | 20.14%-20.0pp |
| Employer contribution / active EE | $860 | $1,799-52.2% | $2,338-63.2% | $2,281-62.3% |
| Participant deferral / active EE | $1,293 | $2,395-46.0% | $2,931-55.9% | $3,203-59.6% |
| Admin fee / account holder | $1,188 | $3,691-67.8% | $4,381-72.9% | $4,296-72.3% |