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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 | $56,063+85.3% | $76,051+36.6% | $80,911+28.4% |
| Participation rate | 31.0% | 62.0%-31.1pp | 69.1%-38.1pp | 67.6%-36.7pp |
| Annual return | 7.42% | 20.54%-13.1pp | 360.42%-353.0pp | 35.63%-28.2pp |
| Employer contribution / active EE | $622 | $1,874-66.8% | $2,690-76.9% | $2,756-77.4% |
| Participant deferral / active EE | $1,376 | $3,052-54.9% | $4,257-67.7% | $4,297-68.0% |
| Admin fee / account holder | $7,198 | $5,240+37.4% | $6,416+12.2% | $6,935+3.8% |