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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 | $97,314 | $48,053+102.5% | $84,628+15.0% | $72,975+33.4% |
| Participation rate | 57.4% | 57.6%-0.2pp | 68.2%-10.9pp | 69.5%-12.1pp |
| Annual return | 17.42% | 37.39%-20.0pp | 258.80%-241.4pp | 81.01%-63.6pp |
| Employer contribution / active EE | $1,070 | $1,602-33.2% | $2,653-59.7% | $2,440-56.1% |
| Participant deferral / active EE | $2,441 | $2,681-8.9% | $3,900-37.4% | $3,608-32.3% |
| Admin fee / account holder | $3,319 | $3,395-2.3% | $4,914-32.5% | $5,124-35.2% |