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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 | $102,422 | $53,128+92.8% | $86,582+18.3% | $70,126+46.1% |
| Participation rate | 60.2% | 65.3%-5.1pp | 73.5%-13.3pp | 69.5%-9.3pp |
| Annual return | 7.62% | 27.66%-20.0pp | 965.08%-957.5pp | 73.15%-65.5pp |
| Employer contribution / active EE | $581 | $2,068-71.9% | $2,839-79.5% | $2,343-75.2% |
| Participant deferral / active EE | $2,590 | $2,695-3.9% | $3,609-28.2% | $3,332-22.3% |
| Admin fee / account holder | $2,165 | $3,584-39.6% | $4,904-55.8% | $4,645-53.4% |