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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 | $117,868 | $59,440+98.3% | $78,004+51.1% | $82,637+42.6% |
| Participation rate | 20.4% | 62.8%-42.4pp | 69.4%-49.1pp | 68.1%-47.7pp |
| Annual return | 6.11% | 40.24%-34.1pp | 31.07%-25.0pp | 53.51%-47.4pp |
| Employer contribution / active EE | $711 | $1,750-59.4% | $2,469-71.2% | $2,552-72.1% |
| Participant deferral / active EE | $2,262 | $3,138-27.9% | $4,092-44.7% | $4,126-45.2% |
| Admin fee / account holder | $4,582 | $5,504-16.8% | $7,578-39.5% | $7,339-37.6% |