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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 | $110,648 | $67,606+63.7% | $82,313+34.4% | $70,124+57.8% |
| Participation rate | 44.8% | 72.8%-27.9pp | 76.9%-32.1pp | 69.5%-24.7pp |
| Annual return | 5.44% | 21.57%-16.1pp | 25.88%-20.4pp | 73.14%-67.7pp |
| Employer contribution / active EE | $664 | $1,755-62.2% | $2,428-72.7% | $2,342-71.6% |
| Participant deferral / active EE | $3,092 | $2,987+3.5% | $3,706-16.6% | $3,332-7.2% |
| Admin fee / account holder | $7,030 | $4,512+55.8% | $5,608+25.4% | $4,645+51.3% |