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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 | $100,411 | $71,215+41.0% | $93,696+7.2% | $80,935+24.1% |
| Participation rate | 63.3% | 60.4%+2.9pp | 68.7%-5.4pp | 67.7%-4.3pp |
| Annual return | 7.14% | 11.27%-4.1pp | 133.74%-126.6pp | 35.66%-28.5pp |
| Employer contribution / active EE | $947 | $1,565-39.5% | $2,422-60.9% | $2,757-65.7% |
| Participant deferral / active EE | $3,832 | $4,037-5.1% | $4,417-13.2% | $4,299-10.9% |
| Admin fee / account holder | $1,607 | $6,958-76.9% | $8,287-80.6% | $6,924-76.8% |