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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 | $97,292 | $71,230+36.6% | $93,727+3.8% | $80,959+20.2% |
| Participation rate | 42.0% | 60.4%-18.4pp | 68.7%-26.7pp | 67.7%-25.7pp |
| Annual return | 8.09% | 11.26%-3.2pp | 133.83%-125.7pp | 35.67%-27.6pp |
| Employer contribution / active EE | $639 | $1,565-59.2% | $2,421-73.6% | $2,757-76.8% |
| Participant deferral / active EE | $3,271 | $4,037-19.0% | $4,417-26.0% | $4,300-23.9% |
| Admin fee / account holder | $24,952 | $6,961+258.5% | $8,292+200.9% | $6,925+260.3% |