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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 | $105,173 | $83,369+26.2% | $105,2230% | $67,986+54.7% |
| Participation rate | 41.6% | 56.3%-14.7pp | 75.0%-33.5pp | 57.2%-15.6pp |
| Annual return | 11.25% | 24.64%-13.4pp | 180.65%-169.4pp | 31.67%-20.4pp |
| Employer contribution / active EE | $979 | $2,541-61.5% | $3,689-73.5% | $2,019-51.5% |
| Participant deferral / active EE | $1,958 | $3,295-40.6% | $5,072-61.4% | $3,358-41.7% |
| Admin fee / account holder | $5,944 | $4,073+46.0% | $8,859-32.9% | $3,203+85.6% |