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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 | $105,850 | $37,446+182.7% | $77,552+36.5% | $79,856+32.6% |
| Participation rate | 39.4% | 41.5%-2.1pp | 54.2%-14.8pp | 69.6%-30.2pp |
| Annual return | 5.47% | 39.76%-34.3pp | 54.82%-49.3pp | 31.71%-26.2pp |
| Employer contribution / active EE | $238 | $637-62.6% | $987-75.9% | $2,471-90.4% |
| Participant deferral / active EE | $2,934 | $1,261+132.7% | $1,861+57.6% | $3,741-21.6% |
| Admin fee / account holder | $1,259 | $2,506-49.8% | $2,859-56.0% | $5,306-76.3% |