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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 | $86,853 | $78,636+10.4% | $105,607-17.8% | $74,459+16.6% |
| Participation rate | 36.5% | 72.8%-36.3pp | 75.3%-38.8pp | 67.2%-30.7pp |
| Annual return | 11.19% | 15.96%-4.8pp | 116.11%-104.9pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $984 | $2,523-61.0% | $3,167-68.9% | $2,626-62.5% |
| Participant deferral / active EE | $1,996 | $4,322-53.8% | $5,011-60.2% | $4,350-54.1% |
| Admin fee / account holder | $4,681 | $2,220+110.9% | $10,958-57.3% | $1,945+140.7% |