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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 | $103,871 | $55,889+85.9% | $76,119+36.5% | $80,935+28.3% |
| Participation rate | 31.0% | 62.1%-31.1pp | 69.1%-38.1pp | 67.7%-36.7pp |
| Annual return | 7.42% | 20.58%-13.2pp | 361.25%-353.8pp | 35.66%-28.2pp |
| Employer contribution / active EE | $622 | $1,866-66.6% | $2,693-76.9% | $2,757-77.4% |
| Participant deferral / active EE | $1,376 | $3,051-54.9% | $4,259-67.7% | $4,299-68.0% |
| Admin fee / account holder | $7,198 | $5,241+37.3% | $6,421+12.1% | $6,924+3.9% |