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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 | $101,843 | $57,061+78.5% | $85,063+19.7% | $80,911+25.9% |
| Participation rate | 69.0% | 56.3%+12.6pp | 67.5%+1.5pp | 67.6%+1.3pp |
| Annual return | 6.54% | 21.66%-15.1pp | 66.54%-60.0pp | 35.63%-29.1pp |
| Employer contribution / active EE | $450 | $1,799-75.0% | $2,727-83.5% | $2,756-83.7% |
| Participant deferral / active EE | $1,751 | $3,110-43.7% | $4,523-61.3% | $4,297-59.3% |
| Admin fee / account holder | $2,847 | $4,986-42.9% | $6,155-53.7% | $6,935-58.9% |