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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 | $115,175 | $59,804+92.6% | $81,982+40.5% | $79,856+44.2% |
| Participation rate | 56.0% | 61.6%-5.6pp | 69.3%-13.3pp | 69.6%-13.6pp |
| Annual return | 6.34% | 17.56%-11.2pp | 41.31%-35.0pp | 31.71%-25.4pp |
| Employer contribution / active EE | $671 | $1,713-60.9% | $2,498-73.2% | $2,471-72.9% |
| Participant deferral / active EE | $3,043 | $2,695+12.9% | $3,722-18.2% | $3,741-18.6% |
| Admin fee / account holder | $56,407 | $4,288+1215.4% | $5,665+895.7% | $5,306+963.0% |