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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 | $96,993 | $72,071+34.6% | $68,368+41.9% | $137,256-29.3% |
| Participation rate | 53.8% | 76.2%-22.4pp | 73.8%-19.9pp | 80.0%-26.1pp |
| Annual return | 11.43% | 353.14%-341.7pp | 292.57%-281.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $393 | $2,788-85.9% | $2,649-85.2% | $4,156-90.5% |
| Participant deferral / active EE | $3,933 | $4,410-10.8% | $4,123-4.6% | $6,407-38.6% |
| Admin fee / account holder | $5,562 | $5,336+4.2% | $5,150+8.0% | $12,270-54.7% |