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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 | $104,757 | $56,287+86.1% | $80,977+29.4% | $62,881+66.6% |
| Participation rate | 50.0% | 68.9%-18.9pp | 75.8%-25.8pp | 69.3%-19.3pp |
| Annual return | 5.38% | 22.13%-16.7pp | 17.11%-11.7pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,764 | $1,943-9.2% | $3,715-52.5% | $2,281-22.7% |
| Participant deferral / active EE | $3,664 | $4,196-12.7% | $5,696-35.7% | $3,203+14.4% |
| Admin fee / account holder | $695 | $3,742-81.4% | $5,517-87.4% | $4,296-83.8% |