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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 | $104,088 | $57,590+80.7% | $86,233+20.7% | $82,448+26.2% |
| Participation rate | 55.6% | 57.9%-2.3pp | 69.0%-13.5pp | 68.1%-12.5pp |
| Annual return | 13.45% | 22.41%-9.0pp | 61.39%-47.9pp | 41.64%-28.2pp |
| Employer contribution / active EE | $649 | $1,655-60.8% | $2,504-74.1% | $2,551-74.6% |
| Participant deferral / active EE | $3,550 | $3,080+15.3% | $4,559-22.1% | $4,139-14.2% |
| Admin fee / account holder | $5,736 | $4,730+21.3% | $8,342-31.2% | $7,234-20.7% |