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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 | $92,196 | $48,364+90.6% | $71,796+28.4% | $62,881+46.6% |
| Participation rate | 48.6% | 60.6%-12.0pp | 69.1%-20.5pp | 69.3%-20.7pp |
| Annual return | 3.35% | 13.16%-9.8pp | 78.04%-74.7pp | 20.14%-16.8pp |
| Employer contribution / active EE | $868 | $1,042-16.7% | $1,924-54.9% | $2,281-61.9% |
| Participant deferral / active EE | $1,019 | $2,091-51.3% | $2,794-63.5% | $3,203-68.2% |
| Admin fee / account holder | $2,409 | $3,771-36.1% | $4,815-50.0% | $4,296-43.9% |