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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 | $92,903 | $51,638+79.9% | $68,368+35.9% | $82,448+12.7% |
| Participation rate | 41.1% | 63.6%-22.5pp | 73.8%-32.7pp | 68.1%-27.0pp |
| Annual return | 12.59% | 37.53%-24.9pp | 292.57%-280.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $950 | $2,047-53.6% | $2,649-64.1% | $2,551-62.8% |
| Participant deferral / active EE | $2,103 | $2,914-27.8% | $4,123-49.0% | $4,139-49.2% |
| Admin fee / account holder | $35,796 | $4,643+670.9% | $5,150+595.1% | $7,234+394.8% |