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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 | $103,695 | $36,140+186.9% | $73,658+40.8% | $64,340+61.2% |
| Participation rate | 45.6% | 31.0%+14.6pp | 57.0%-11.4pp | 55.2%-9.6pp |
| Annual return | 12.44% | 21.48%-9.0pp | 29.72%-17.3pp | 24.14%-11.7pp |
| Employer contribution / active EE | $518 | $443+16.9% | $1,032-49.8% | $1,862-72.2% |
| Participant deferral / active EE | $2,150 | $1,023+110.3% | $2,062+4.3% | $2,980-27.8% |
| Admin fee / account holder | $4,511 | $2,513+79.5% | $3,357+34.4% | $3,703+21.8% |