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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 | $115,619 | $72,071+60.4% | $68,368+69.1% | $137,256-15.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 12.60% | 353.14%-340.5pp | 292.57%-280.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $501 | $2,788-82.0% | $2,649-81.1% | $4,156-88.0% |
| Participant deferral / active EE | $4,066 | $4,410-7.8% | $4,123-1.4% | $6,407-36.5% |
| Admin fee / account holder | $4,668 | $5,336-12.5% | $5,150-9.4% | $12,270-62.0% |