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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 | $72,471+38.0% | $94,215+6.2% | $86,983+15.0% |
| Participation rate | 55.8% | 63.9%-8.0pp | 70.0%-14.1pp | 69.5%-13.7pp |
| Annual return | 10.96% | 26.44%-15.5pp | 28.22%-17.3pp | 25.83%-14.9pp |
| Employer contribution / active EE | $610 | $1,936-68.5% | $2,675-77.2% | $2,584-76.4% |
| Participant deferral / active EE | $2,567 | $3,397-24.4% | $4,276-40.0% | $4,194-38.8% |
| Admin fee / account holder | $22,812 | $6,468+252.7% | $10,216+123.3% | $7,856+190.4% |