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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 | $106,890 | $25,014+327.3% | $69,632+53.5% | $80,959+32.0% |
| Participation rate | 51.2% | 64.2%-13.0pp | 66.4%-15.3pp | 67.7%-16.5pp |
| Annual return | 10.09% | 19.08%-9.0pp | 101.32%-91.2pp | 35.67%-25.6pp |
| Employer contribution / active EE | $796 | $991-19.7% | $1,708-53.4% | $2,757-71.1% |
| Participant deferral / active EE | $2,168 | $1,840+17.8% | $2,889-25.0% | $4,300-49.6% |
| Admin fee / account holder | $7,768 | $2,491+211.8% | $4,695+65.4% | $6,925+12.2% |