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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 | $98,830 | $60,349+63.8% | $74,183+33.2% | $62,891+57.1% |
| Participation rate | 67.3% | 72.7%-5.4pp | 76.6%-9.3pp | 69.3%-2.0pp |
| Annual return | 4.58% | 21.37%-16.8pp | 17.74%-13.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $677 | $1,680-59.7% | $2,370-71.4% | $2,281-70.3% |
| Participant deferral / active EE | $3,563 | $2,856+24.8% | $3,550+0.4% | $3,203+11.3% |
| Admin fee / account holder | $37,810 | $4,261+787.3% | $5,586+576.9% | $4,296+780.2% |