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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 | $116,232 | $57,590+101.8% | $86,233+34.8% | $82,448+41.0% |
| Participation rate | 56.1% | 57.9%-1.8pp | 69.0%-12.9pp | 68.1%-12.0pp |
| Annual return | 12.07% | 22.41%-10.3pp | 61.39%-49.3pp | 41.64%-29.6pp |
| Employer contribution / active EE | $634 | $1,655-61.7% | $2,504-74.7% | $2,551-75.1% |
| Participant deferral / active EE | $2,743 | $3,080-11.0% | $4,559-39.8% | $4,139-33.7% |
| Admin fee / account holder | $26,377 | $4,730+457.6% | $8,342+216.2% | $7,234+264.6% |