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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 | $107,392 | $76,551+40.3% | $123,894-13.3% | $62,881+70.8% |
| Participation rate | 36.1% | 73.0%-36.9pp | 81.4%-45.3pp | 69.3%-33.2pp |
| Annual return | 5.17% | 18.68%-13.5pp | 47.52%-42.3pp | 20.14%-15.0pp |
| Employer contribution / active EE | $528 | $2,882-81.7% | $4,617-88.6% | $2,281-76.8% |
| Participant deferral / active EE | $2,695 | $4,840-44.3% | $5,984-55.0% | $3,203-15.8% |
| Admin fee / account holder | $6,191 | $4,826+28.3% | $8,357-25.9% | $4,296+44.1% |