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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 | $36,948+206.3% | $73,658+53.7% | $87,485+29.4% |
| Participation rate | 19.0% | 46.8%-27.8pp | 57.0%-38.0pp | 68.9%-49.9pp |
| Annual return | 10.99% | 28.64%-17.6pp | 29.72%-18.7pp | 26.06%-15.1pp |
| Employer contribution / active EE | $634 | $670-5.3% | $1,032-38.6% | $2,596-75.6% |
| Participant deferral / active EE | $985 | $1,379-28.6% | $2,062-52.2% | $4,274-77.0% |
| Admin fee / account holder | $3,558 | $2,531+40.6% | $3,357+6.0% | $7,775-54.2% |