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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 | $103,078 | $56,544+82.3% | $75,501+36.5% | $70,126+47.0% |
| Participation rate | 44.1% | 68.1%-24.0pp | 72.4%-28.2pp | 69.5%-25.4pp |
| Annual return | 4.41% | 23.59%-19.2pp | 27.35%-22.9pp | 73.15%-68.7pp |
| Employer contribution / active EE | $878 | $1,817-51.7% | $2,352-62.7% | $2,343-62.5% |
| Participant deferral / active EE | $1,671 | $2,580-35.2% | $3,142-46.8% | $3,332-49.9% |
| Admin fee / account holder | $2,118 | $3,827-44.7% | $5,801-63.5% | $4,645-54.4% |