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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 | $116,782 | $56,894+105.3% | $84,753+37.8% | $62,881+85.7% |
| Participation rate | 64.0% | 68.5%-4.5pp | 76.6%-12.6pp | 69.3%-5.3pp |
| Annual return | 2.47% | 6.30%-3.8pp | 22.78%-20.3pp | 20.14%-17.7pp |
| Employer contribution / active EE | $2,344 | $2,400-2.3% | $3,574-34.4% | $2,281+2.7% |
| Participant deferral / active EE | $4,516 | $2,709+66.7% | $3,712+21.7% | $3,203+41.0% |
| Admin fee / account holder | $47,570 | $3,581+1228.4% | $5,333+792.0% | $4,296+1007.4% |