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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 | $108,696 | $73,787+47.3% | $98,716+10.1% | $82,448+31.8% |
| Participation rate | 49.3% | 61.4%-12.1pp | 69.3%-20.0pp | 68.1%-18.7pp |
| Annual return | 11.47% | 18.57%-7.1pp | 31.81%-20.3pp | 41.64%-30.2pp |
| Employer contribution / active EE | $482 | $1,511-68.1% | $2,279-78.8% | $2,551-81.1% |
| Participant deferral / active EE | $3,671 | $3,081+19.1% | $4,048-9.3% | $4,139-11.3% |
| Admin fee / account holder | $5,864 | $6,500-9.8% | $8,703-32.6% | $7,234-18.9% |