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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 | $97,000 | $43,075+125.2% | $74,577+30.1% | $62,881+54.3% |
| Participation rate | 31.3% | 58.1%-26.8pp | 68.1%-36.9pp | 69.3%-38.1pp |
| Annual return | 4.93% | 17.50%-12.6pp | 20.47%-15.5pp | 20.14%-15.2pp |
| Employer contribution / active EE | $822 | $1,498-45.1% | $2,525-67.5% | $2,281-64.0% |
| Participant deferral / active EE | $1,951 | $2,389-18.4% | $3,458-43.6% | $3,203-39.1% |
| Admin fee / account holder | $2,669 | $2,840-6.0% | $4,138-35.5% | $4,296-37.9% |