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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 | $105,415 | $58,851+79.1% | $115,170-8.5% | $72,983+44.4% |
| Participation rate | 23.1% | 65.5%-42.5pp | 75.9%-52.8pp | 69.5%-46.4pp |
| Annual return | 2.82% | 23.16%-20.3pp | 35.60%-32.8pp | 81.01%-78.2pp |
| Employer contribution / active EE | $1,074 | $1,798-40.3% | $3,179-66.2% | $2,440-56.0% |
| Participant deferral / active EE | $1,267 | $2,643-52.1% | $4,169-69.6% | $3,608-64.9% |
| Admin fee / account holder | $6,280 | $6,370-1.4% | $7,089-11.4% | $5,124+22.6% |