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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 | $107,589 | $77,896+38.1% | $134,172-19.8% | $82,448+30.5% |
| Participation rate | 39.2% | 62.8%-23.6pp | 72.5%-33.3pp | 68.1%-28.9pp |
| Annual return | 10.37% | 18.21%-7.8pp | 25.30%-14.9pp | 41.64%-31.3pp |
| Employer contribution / active EE | $754 | $2,159-65.1% | $3,420-77.9% | $2,551-70.4% |
| Participant deferral / active EE | $2,890 | $3,162-8.6% | $4,690-38.4% | $4,139-30.2% |
| Admin fee / account holder | $4,966 | $6,336-21.6% | $12,016-58.7% | $7,234-31.4% |