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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 | $105,570 | $36,140+192.1% | $73,658+43.3% | $64,340+64.1% |
| Participation rate | 16.2% | 31.0%-14.8pp | 57.0%-40.9pp | 55.2%-39.1pp |
| Annual return | 12.38% | 21.48%-9.1pp | 29.72%-17.3pp | 24.14%-11.8pp |
| Employer contribution / active EE | $600 | $443+35.4% | $1,032-41.9% | $1,862-67.8% |
| Participant deferral / active EE | $1,192 | $1,023+16.5% | $2,062-42.2% | $2,980-60.0% |
| Admin fee / account holder | $22,434 | $2,513+792.8% | $3,357+568.3% | $3,703+505.9% |