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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 | $100,041 | $58,627+70.6% | $76,735+30.4% | $82,448+21.3% |
| Participation rate | 55.8% | 63.2%-7.4pp | 69.5%-13.7pp | 68.1%-12.3pp |
| Annual return | 10.96% | 39.10%-28.1pp | 29.77%-18.8pp | 41.64%-30.7pp |
| Employer contribution / active EE | $610 | $1,729-64.7% | $2,454-75.1% | $2,551-76.1% |
| Participant deferral / active EE | $2,567 | $3,134-18.1% | $4,088-37.2% | $4,139-38.0% |
| Admin fee / account holder | $22,812 | $5,323+328.6% | $7,189+217.3% | $7,234+215.3% |