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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 | $104,718 | $56,894+84.1% | $84,753+23.6% | $62,881+66.5% |
| Participation rate | 53.5% | 68.5%-15.0pp | 76.6%-23.1pp | 69.3%-15.8pp |
| Annual return | 3.71% | 6.30%-2.6pp | 22.78%-19.1pp | 20.14%-16.4pp |
| Employer contribution / active EE | $588 | $2,400-75.5% | $3,574-83.5% | $2,281-74.2% |
| Participant deferral / active EE | $2,758 | $2,709+1.8% | $3,712-25.7% | $3,203-13.9% |
| Admin fee / account holder | $2,335 | $3,581-34.8% | $5,333-56.2% | $4,296-45.6% |