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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 | $91,499 | $51,642+77.2% | $129,384-29.3% | $80,935+13.1% |
| Participation rate | 54.1% | 56.9%-2.9pp | 69.6%-15.6pp | 67.7%-13.6pp |
| Annual return | 9.15% | 20.78%-11.6pp | 9461.77%-9452.6pp | 35.66%-26.5pp |
| Employer contribution / active EE | $1,864 | $1,583+17.7% | $4,153-55.1% | $2,757-32.4% |
| Participant deferral / active EE | $2,462 | $2,670-7.8% | $4,166-40.9% | $4,299-42.7% |
| Admin fee / account holder | $1,841 | $4,312-57.3% | $7,686-76.0% | $6,924-73.4% |