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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 | $78,789 | $54,541+44.5% | $78,7780% | $70,126+12.4% |
| Participation rate | 59.3% | 60.8%-1.5pp | 69.2%-9.9pp | 69.5%-10.3pp |
| Annual return | 7.91% | 21.07%-13.2pp | 35.62%-27.7pp | 73.15%-65.2pp |
| Employer contribution / active EE | $200 | $1,089-81.6% | $1,986-89.9% | $2,343-91.5% |
| Participant deferral / active EE | $1,203 | $2,210-45.5% | $2,958-59.3% | $3,332-63.9% |
| Admin fee / account holder | $5,370 | $3,709+44.8% | $5,134+4.6% | $4,645+15.6% |