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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 | $115,304 | $81,504+41.5% | $102,437+12.6% | $80,959+42.4% |
| Participation rate | 27.6% | 66.9%-39.2pp | 74.5%-46.9pp | 67.7%-40.0pp |
| Annual return | 8.78% | 25.60%-16.8pp | 24.95%-16.2pp | 35.67%-26.9pp |
| Employer contribution / active EE | $902 | $3,104-71.0% | $3,871-76.7% | $2,757-67.3% |
| Participant deferral / active EE | $2,050 | $3,871-47.0% | $5,060-59.5% | $4,300-52.3% |
| Admin fee / account holder | $53,510 | $6,719+696.4% | $8,388+537.9% | $6,925+672.7% |