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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 | $103,989 | $85,766+21.2% | $136,298-23.7% | $70,126+48.3% |
| Participation rate | 64.0% | 74.2%-10.2pp | 81.9%-17.9pp | 69.5%-5.5pp |
| Annual return | 14.11% | 31.46%-17.3pp | 5156.27%-5142.2pp | 73.15%-59.0pp |
| Employer contribution / active EE | $732 | $2,966-75.3% | $4,696-84.4% | $2,343-68.8% |
| Participant deferral / active EE | $5,977 | $5,051+18.3% | $6,247-4.3% | $3,332+79.4% |
| Admin fee / account holder | $364 | $5,421-93.3% | $9,244-96.1% | $4,645-92.2% |