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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 | $87,141 | $70,684+23.3% | $169,390-48.6% | $75,173+15.9% |
| Participation rate | 40.2% | 64.8%-24.6pp | 77.2%-36.9pp | 67.2%-27.0pp |
| Annual return | 9.92% | 36.38%-26.5pp | 406.07%-396.2pp | 160.72%-150.8pp |
| Employer contribution / active EE | $1,621 | $2,211-26.7% | $4,013-59.6% | $2,671-39.3% |
| Participant deferral / active EE | $3,342 | $4,310-22.5% | $6,222-46.3% | $4,126-19.0% |
| Admin fee / account holder | $478 | $5,404-91.2% | $9,015-94.7% | $5,651-91.5% |