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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 | $57,057+78.5% | $85,009+19.8% | $80,874+25.9% |
| Participation rate | 69.0% | 56.4%+12.6pp | 67.5%+1.5pp | 67.6%+1.3pp |
| Annual return | 6.54% | 21.66%-15.1pp | 66.47%-59.9pp | 35.62%-29.1pp |
| Employer contribution / active EE | $450 | $1,799-75.0% | $2,728-83.5% | $2,756-83.7% |
| Participant deferral / active EE | $1,751 | $3,112-43.7% | $4,522-61.3% | $4,297-59.3% |
| Admin fee / account holder | $2,847 | $4,986-42.9% | $6,153-53.7% | $6,935-59.0% |