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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 | $78,111 | $52,306+49.3% | $69,779+11.9% | $62,881+24.2% |
| Participation rate | 56.8% | 67.2%-10.5pp | 71.8%-15.1pp | 69.3%-12.5pp |
| Annual return | 4.44% | 13.35%-8.9pp | 12.99%-8.6pp | 20.14%-15.7pp |
| Employer contribution / active EE | $781 | $1,799-56.6% | $2,338-66.6% | $2,281-65.8% |
| Participant deferral / active EE | $1,394 | $2,395-41.8% | $2,931-52.4% | $3,203-56.5% |
| Admin fee / account holder | $10,183 | $3,691+175.9% | $4,381+132.4% | $4,296+137.0% |