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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 | $108,018 | $106,864+1.1% | $147,318-26.7% | $82,637+30.7% |
| Participation rate | 34.6% | 75.5%-40.9pp | 82.1%-47.4pp | 68.1%-33.4pp |
| Annual return | 13.53% | 27.49%-14.0pp | 70.43%-56.9pp | 53.51%-40.0pp |
| Employer contribution / active EE | $711 | $3,417-79.2% | $4,593-84.5% | $2,552-72.1% |
| Participant deferral / active EE | $2,760 | $6,496-57.5% | $7,906-65.1% | $4,126-33.1% |
| Admin fee / account holder | $12,340 | $8,415+46.7% | $13,708-10.0% | $7,339+68.2% |