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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 | $114,795 | $62,166+84.7% | $81,353+41.1% | $74,459+54.2% |
| Participation rate | 44.3% | 64.1%-19.7pp | 69.5%-25.2pp | 67.2%-22.9pp |
| Annual return | 9.65% | 16.50%-6.8pp | 24.82%-15.2pp | 1369.70%-1360.0pp |
| Employer contribution / active EE | $1,532 | $1,881-18.6% | $2,464-37.8% | $2,626-41.7% |
| Participant deferral / active EE | $2,684 | $3,223-16.7% | $3,885-30.9% | $4,350-38.3% |
| Admin fee / account holder | $813 | $1,925-57.8% | $5,766-85.9% | $1,945-58.2% |