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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 | $110,012 | $81,457+35.1% | $103,378+6.4% | $80,911+36.0% |
| Participation rate | 42.2% | 66.8%-24.6pp | 74.5%-32.3pp | 67.6%-25.4pp |
| Annual return | 10.21% | 25.58%-15.4pp | 24.91%-14.7pp | 35.63%-25.4pp |
| Employer contribution / active EE | $966 | $3,107-68.9% | $3,870-75.0% | $2,756-64.9% |
| Participant deferral / active EE | $2,611 | $3,871-32.5% | $5,058-48.4% | $4,297-39.2% |
| Admin fee / account holder | $1,395 | $6,717-79.2% | $8,401-83.4% | $6,935-79.9% |