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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 | $112,998 | $72,273+56.3% | $101,275+11.6% | $79,856+41.5% |
| Participation rate | 48.5% | 68.5%-20.0pp | 75.8%-27.3pp | 69.6%-21.2pp |
| Annual return | 9.26% | 22.30%-13.0pp | 46.48%-37.2pp | 31.71%-22.5pp |
| Employer contribution / active EE | $1,430 | $2,691-46.9% | $3,660-60.9% | $2,471-42.1% |
| Participant deferral / active EE | $2,699 | $3,282-17.7% | $4,371-38.2% | $3,741-27.8% |
| Admin fee / account holder | $430 | $4,401-90.2% | $5,948-92.8% | $5,306-91.9% |