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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 | $100,652 | $81,208+23.9% | $98,920+1.8% | $79,852+26.0% |
| Participation rate | 37.0% | 72.5%-35.5pp | 76.0%-39.0pp | 69.6%-32.6pp |
| Annual return | 3.88% | 60.99%-57.1pp | 196.47%-192.6pp | 31.72%-27.8pp |
| Employer contribution / active EE | $633 | $1,960-67.7% | $2,689-76.4% | $2,471-74.4% |
| Participant deferral / active EE | $6,434 | $3,265+97.1% | $4,245+51.6% | $3,740+72.0% |
| Admin fee / account holder | $24,030 | $6,013+299.6% | $6,643+261.8% | $5,306+352.9% |