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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 | $91,771 | $53,128+72.7% | $86,582+6.0% | $70,126+30.9% |
| Participation rate | 46.3% | 65.3%-19.1pp | 73.5%-27.3pp | 69.5%-23.3pp |
| Annual return | 12.44% | 27.66%-15.2pp | 965.08%-952.6pp | 73.15%-60.7pp |
| Employer contribution / active EE | $1,139 | $2,068-44.9% | $2,839-59.9% | $2,343-51.4% |
| Participant deferral / active EE | $2,202 | $2,695-18.3% | $3,609-39.0% | $3,332-33.9% |
| Admin fee / account holder | $7,410 | $3,584+106.8% | $4,904+51.1% | $4,645+59.5% |