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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 | $104,790 | $71,215+47.1% | $93,696+11.8% | $80,935+29.5% |
| Participation rate | 43.1% | 60.4%-17.3pp | 68.7%-25.6pp | 67.7%-24.6pp |
| Annual return | 9.69% | 11.27%-1.6pp | 133.74%-124.0pp | 35.66%-26.0pp |
| Employer contribution / active EE | $491 | $1,565-68.6% | $2,422-79.7% | $2,757-82.2% |
| Participant deferral / active EE | $3,198 | $4,037-20.8% | $4,417-27.6% | $4,299-25.6% |
| Admin fee / account holder | $1,864 | $6,958-73.2% | $8,287-77.5% | $6,924-73.1% |