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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 | $96,791 | $78,520+23.3% | $96,576+0.2% | $82,448+17.4% |
| Participation rate | 66.7% | 77.7%-11.1pp | 81.4%-14.8pp | 68.1%-1.4pp |
| Annual return | 6.48% | 41.30%-34.8pp | 38.47%-32.0pp | 41.64%-35.2pp |
| Employer contribution / active EE | $713 | $2,630-72.9% | $3,553-79.9% | $2,551-72.1% |
| Participant deferral / active EE | $2,830 | $6,754-58.1% | $7,956-64.4% | $4,139-31.6% |
| Admin fee / account holder | $29,729 | $13,455+121.0% | $11,381+161.2% | $7,234+310.9% |