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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 | $90,702 | $58,275+55.6% | $81,844+10.8% | $80,935+12.1% |
| Participation rate | 58.1% | 63.5%-5.4pp | 72.4%-14.3pp | 67.7%-9.6pp |
| Annual return | 9.86% | 41.82%-32.0pp | 778.87%-769.0pp | 35.66%-25.8pp |
| Employer contribution / active EE | $1,702 | $2,346-27.5% | $2,916-41.7% | $2,757-38.3% |
| Participant deferral / active EE | $4,560 | $3,285+38.8% | $4,323+5.5% | $4,299+6.1% |
| Admin fee / account holder | $11,698 | $4,749+146.3% | $7,355+59.0% | $6,924+68.9% |