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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 | $106,483 | $56,544+88.3% | $75,501+41.0% | $70,126+51.8% |
| Participation rate | 20.7% | 68.1%-47.4pp | 72.4%-51.7pp | 69.5%-48.9pp |
| Annual return | 10.76% | 23.59%-12.8pp | 27.35%-16.6pp | 73.15%-62.4pp |
| Employer contribution / active EE | $2,330 | $1,817+28.3% | $2,352-0.9% | $2,343-0.5% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,286 | $3,827-66.4% | $5,801-77.8% | $4,645-72.3% |