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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 | $105,447 | $114,712-8.1% | $173,730-39.3% | $87,485+20.5% |
| Participation rate | 50.9% | 73.0%-22.1pp | 79.6%-28.7pp | 68.9%-18.1pp |
| Annual return | 4.99% | 20.18%-15.2pp | 19.96%-15.0pp | 26.06%-21.1pp |
| Employer contribution / active EE | $863 | $2,904-70.3% | $4,577-81.1% | $2,596-66.7% |
| Participant deferral / active EE | $3,114 | $4,642-32.9% | $6,326-50.8% | $4,274-27.1% |
| Admin fee / account holder | $25,269 | $10,210+147.5% | $17,523+44.2% | $7,775+225.0% |