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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 | $58,057+100.2% | $97,032+19.8% | $86,983+33.6% |
| Participation rate | 56.1% | 60.4%-4.3pp | 71.6%-15.5pp | 69.5%-13.4pp |
| Annual return | 12.07% | 22.26%-10.2pp | 35.38%-23.3pp | 25.83%-13.8pp |
| Employer contribution / active EE | $634 | $1,663-61.9% | $2,629-75.9% | $2,584-75.4% |
| Participant deferral / active EE | $2,743 | $3,244-15.5% | $4,672-41.3% | $4,194-34.6% |
| Admin fee / account holder | $26,377 | $4,839+445.1% | $9,418+180.1% | $7,856+235.8% |