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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 | $106,169 | $60,349+75.9% | $74,184+43.1% | $62,881+68.8% |
| Participation rate | 65.8% | 72.7%-6.9pp | 76.6%-10.8pp | 69.3%-3.5pp |
| Annual return | 4.18% | 21.38%-17.2pp | 17.74%-13.6pp | 20.14%-16.0pp |
| Employer contribution / active EE | $989 | $1,680-41.1% | $2,370-58.3% | $2,281-56.6% |
| Participant deferral / active EE | $2,620 | $2,856-8.3% | $3,550-26.2% | $3,203-18.2% |
| Admin fee / account holder | $3,443 | $4,261-19.2% | $5,586-38.4% | $4,296-19.9% |