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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 | $106,465 | $48,284+120.5% | $67,524+57.7% | $80,911+31.6% |
| Participation rate | 40.2% | 66.4%-26.2pp | 72.9%-32.7pp | 67.6%-27.4pp |
| Annual return | 10.43% | 18.27%-7.8pp | 3519.41%-3509.0pp | 35.63%-25.2pp |
| Employer contribution / active EE | $1,064 | $2,021-47.3% | $2,734-61.1% | $2,756-61.4% |
| Participant deferral / active EE | $2,412 | $2,927-17.6% | $4,001-39.7% | $4,297-43.9% |
| Admin fee / account holder | $4,301 | $3,688+16.6% | $4,001+7.5% | $6,935-38.0% |