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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 | $118,858 | $57,590+106.4% | $86,233+37.8% | $82,448+44.2% |
| Participation rate | 23.8% | 57.9%-34.1pp | 69.0%-45.3pp | 68.1%-44.3pp |
| Annual return | 11.72% | 22.41%-10.7pp | 61.39%-49.7pp | 41.64%-29.9pp |
| Employer contribution / active EE | $430 | $1,655-74.0% | $2,504-82.8% | $2,551-83.1% |
| Participant deferral / active EE | $1,561 | $3,080-49.3% | $4,559-65.8% | $4,139-62.3% |
| Admin fee / account holder | $10,369 | $4,730+119.2% | $8,342+24.3% | $7,234+43.3% |