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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 | $110,440 | $73,787+49.7% | $98,716+11.9% | $82,448+34.0% |
| Participation rate | 44.3% | 61.4%-17.1pp | 69.3%-25.0pp | 68.1%-23.8pp |
| Annual return | 10.27% | 18.57%-8.3pp | 31.81%-21.5pp | 41.64%-31.4pp |
| Employer contribution / active EE | $502 | $1,511-66.8% | $2,279-78.0% | $2,551-80.3% |
| Participant deferral / active EE | $2,149 | $3,081-30.2% | $4,048-46.9% | $4,139-48.1% |
| Admin fee / account holder | $24,556 | $6,500+277.8% | $8,703+182.2% | $7,234+239.4% |