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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 | $96,002 | $56,134+71.0% | $96,171-0.2% | $85,847+11.8% |
| Participation rate | 29.6% | 56.7%-27.1pp | 68.4%-38.9pp | 69.3%-39.7pp |
| Annual return | 10.66% | 42.30%-31.6pp | 192.04%-181.4pp | 318.61%-307.9pp |
| Employer contribution / active EE | $1,048 | $1,620-35.3% | $2,799-62.6% | $2,565-59.1% |
| Participant deferral / active EE | $2,749 | $2,858-3.8% | $4,350-36.8% | $3,952-30.5% |
| Admin fee / account holder | $3,348 | $3,769-11.2% | $5,538-39.6% | $6,261-46.5% |