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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 | $76,834+43.7% | $108,359+1.9% | $87,485+26.2% |
| Participation rate | 44.3% | 61.7%-17.5pp | 70.1%-25.9pp | 68.9%-24.7pp |
| Annual return | 10.27% | 19.09%-8.8pp | 36.89%-26.6pp | 26.06%-15.8pp |
| Employer contribution / active EE | $502 | $1,556-67.8% | $2,399-79.1% | $2,596-80.7% |
| Participant deferral / active EE | $2,149 | $3,100-30.7% | $4,137-48.0% | $4,274-49.7% |
| Admin fee / account holder | $24,556 | $6,537+275.6% | $9,741+152.1% | $7,775+215.8% |