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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 | $101,688 | $64,734+57.1% | $90,796+12.0% | $64,097+58.6% |
| Participation rate | 31.7% | 53.2%-21.5pp | 69.5%-37.8pp | 55.2%-23.5pp |
| Annual return | 10.44% | 17.77%-7.3pp | 19.29%-8.9pp | 34.64%-24.2pp |
| Employer contribution / active EE | $779 | $1,703-54.2% | $2,294-66.0% | $1,891-58.8% |
| Participant deferral / active EE | $1,407 | $2,629-46.5% | $3,822-63.2% | $3,080-54.3% |
| Admin fee / account holder | $8,972 | $3,474+158.3% | $7,024+27.7% | $3,454+159.7% |