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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 | $95,006 | $65,704+44.6% | $94,229+0.8% | $59,633+59.3% |
| Participation rate | 32.9% | 72.1%-39.3pp | 78.8%-45.9pp | 68.7%-35.8pp |
| Annual return | -9.34% | 5.22%-14.6pp | 10.68%-20.0pp | 2041.45%-2050.8pp |
| Employer contribution / active EE | $914 | $2,021-54.8% | $3,587-74.5% | $2,203-58.5% |
| Participant deferral / active EE | $2,794 | $3,143-11.1% | $4,320-35.3% | $3,192-12.5% |
| Admin fee / account holder | $5,970 | $4,265+40.0% | $6,269-4.8% | $4,297+38.9% |