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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 | $91,555 | $76,551+19.6% | $123,894-26.1% | $62,881+45.6% |
| Participation rate | 44.4% | 73.0%-28.5pp | 81.4%-37.0pp | 69.3%-24.9pp |
| Annual return | 4.82% | 18.68%-13.9pp | 47.52%-42.7pp | 20.14%-15.3pp |
| Employer contribution / active EE | $815 | $2,882-71.7% | $4,617-82.3% | $2,281-64.3% |
| Participant deferral / active EE | $2,812 | $4,840-41.9% | $5,984-53.0% | $3,203-12.2% |
| Admin fee / account holder | $1,299 | $4,826-73.1% | $8,357-84.5% | $4,296-69.8% |