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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% | $81,286+41.2% | $74,429+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 | 24.80%-15.1pp | 1368.38%-1358.7pp |
| Employer contribution / active EE | $1,532 | $1,881-18.6% | $2,463-37.8% | $2,625-41.6% |
| Participant deferral / active EE | $2,684 | $3,223-16.7% | $3,883-30.9% | $4,348-38.3% |
| Admin fee / account holder | $813 | $1,925-57.8% | $5,764-85.9% | $1,944-58.2% |