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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 | $87,958 | $22,602+289.2% | $65,566+34.2% | $75,173+17.0% |
| Participation rate | 55.2% | 63.1%-7.9pp | 64.9%-9.8pp | 67.2%-12.0pp |
| Annual return | 12.60% | 71.13%-58.5pp | 47.40%-34.8pp | 160.72%-148.1pp |
| Employer contribution / active EE | $1,212 | $941+28.8% | $1,692-28.3% | $2,671-54.6% |
| Participant deferral / active EE | $3,142 | $1,695+85.4% | $2,832+10.9% | $4,126-23.9% |
| Admin fee / account holder | $10,518 | $1,877+460.3% | $4,114+155.7% | $5,651+86.1% |