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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 | $89,975 | $55,472+62.2% | $155,567-42.2% | $74,546+20.7% |
| Participation rate | 31.7% | 61.9%-30.2pp | 78.2%-46.4pp | 67.2%-35.5pp |
| Annual return | 9.50% | 268.72%-259.2pp | 64.74%-55.2pp | 1366.03%-1356.5pp |
| Employer contribution / active EE | $839 | $2,269-63.0% | $4,674-82.0% | $2,624-68.0% |
| Participant deferral / active EE | $1,662 | $2,838-41.4% | $5,628-70.5% | $4,347-61.8% |
| Admin fee / account holder | $5,005 | $1,743+187.2% | $15,916-68.6% | $1,944+157.5% |