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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 | $104,678 | $69,977+49.6% | $108,582-3.6% | $62,881+66.5% |
| Participation rate | 43.4% | 72.9%-29.5pp | 79.6%-36.2pp | 69.3%-25.9pp |
| Annual return | 1.40% | 10.73%-9.3pp | -51.70%+53.1pp | 20.14%-18.7pp |
| Employer contribution / active EE | $970 | $2,135-54.6% | $3,758-74.2% | $2,281-57.5% |
| Participant deferral / active EE | $2,078 | $3,165-34.3% | $4,311-51.8% | $3,203-35.1% |
| Admin fee / account holder | $1,490 | $5,076-70.7% | $7,645-80.5% | $4,296-65.3% |