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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 | $106,023 | $83,369+27.2% | $105,223+0.8% | $67,986+55.9% |
| Participation rate | 46.8% | 56.3%-9.5pp | 75.0%-28.3pp | 57.2%-10.4pp |
| Annual return | 12.02% | 24.64%-12.6pp | 180.65%-168.6pp | 31.67%-19.6pp |
| Employer contribution / active EE | $713 | $2,541-71.9% | $3,689-80.7% | $2,019-64.7% |
| Participant deferral / active EE | $2,281 | $3,295-30.8% | $5,072-55.0% | $3,358-32.1% |
| Admin fee / account holder | $13,103 | $4,073+221.7% | $8,859+47.9% | $3,203+309.1% |