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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 | $99,372 | $67,602+47.0% | $82,312+20.7% | $70,126+41.7% |
| Participation rate | 64.7% | 72.8%-8.1pp | 76.9%-12.2pp | 69.5%-4.8pp |
| Annual return | 1.24% | 21.57%-20.3pp | 25.88%-24.6pp | 73.15%-71.9pp |
| Employer contribution / active EE | $742 | $1,755-57.7% | $2,428-69.5% | $2,343-68.3% |
| Participant deferral / active EE | $2,967 | $2,987-0.7% | $3,706-19.9% | $3,332-11.0% |
| Admin fee / account holder | $6,046 | $4,512+34.0% | $5,608+7.8% | $4,645+30.2% |