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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 | $74,224 | $19,646+277.8% | $71,585+3.7% | $64,097+15.8% |
| Participation rate | 48.6% | 64.7%-16.1pp | 68.2%-19.6pp | 55.2%-6.6pp |
| Annual return | 14.16% | 36.81%-22.7pp | 59.26%-45.1pp | 34.64%-20.5pp |
| Employer contribution / active EE | $1,430 | $713+100.4% | $1,669-14.3% | $1,891-24.4% |
| Participant deferral / active EE | $3,140 | $1,665+88.6% | $2,923+7.4% | $3,080+1.9% |
| Admin fee / account holder | $6,048 | $1,850+226.9% | $4,712+28.4% | $3,454+75.1% |