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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 | $113,184 | $37,156+204.6% | $83,854+35.0% | $86,983+30.1% |
| Participation rate | 19.0% | 49.1%-30.0pp | 59.1%-40.1pp | 69.5%-50.5pp |
| Annual return | 10.99% | 29.88%-18.9pp | 31.39%-20.4pp | 25.83%-14.8pp |
| Employer contribution / active EE | $634 | $661-4.0% | $1,017-37.6% | $2,584-75.5% |
| Participant deferral / active EE | $985 | $1,418-30.5% | $2,035-51.6% | $4,194-76.5% |
| Admin fee / account holder | $3,558 | $2,510+41.8% | $3,197+11.3% | $7,856-54.7% |