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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 | $104,465 | $58,493+78.6% | $84,021+24.3% | $72,975+43.2% |
| Participation rate | 55.6% | 61.2%-5.7pp | 69.0%-13.5pp | 69.5%-13.9pp |
| Annual return | 6.06% | 28.93%-22.9pp | 71.32%-65.3pp | 81.01%-75.0pp |
| Employer contribution / active EE | $370 | $1,163-68.2% | $1,984-81.3% | $2,440-84.8% |
| Participant deferral / active EE | $2,333 | $2,394-2.5% | $3,239-28.0% | $3,608-35.3% |
| Admin fee / account holder | $738 | $4,569-83.8% | $6,102-87.9% | $5,124-85.6% |