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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 | $82,746 | $47,479+74.3% | $62,929+31.5% | $82,448+0.4% |
| Participation rate | 58.6% | 66.9%-8.2pp | 73.1%-14.5pp | 68.1%-9.4pp |
| Annual return | 11.50% | 20.34%-8.8pp | 1063.93%-1052.4pp | 41.64%-30.1pp |
| Employer contribution / active EE | $2,436 | $1,885+29.2% | $2,505-2.7% | $2,551-4.5% |
| Participant deferral / active EE | $2,583 | $2,870-10.0% | $3,888-33.6% | $4,139-37.6% |
| Admin fee / account holder | $3,352 | $3,804-11.9% | $5,065-33.8% | $7,234-53.7% |