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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 | $93,459 | $52,279+78.8% | $89,414+4.5% | $79,852+17.0% |
| Participation rate | 53.6% | 57.5%-3.9pp | 68.0%-14.4pp | 69.6%-16.0pp |
| Annual return | 7.02% | 22.16%-15.1pp | 245.50%-238.5pp | 31.72%-24.7pp |
| Employer contribution / active EE | $1,115 | $1,572-29.0% | $2,586-56.9% | $2,471-54.9% |
| Participant deferral / active EE | $2,431 | $2,740-11.3% | $3,890-37.5% | $3,740-35.0% |
| Admin fee / account holder | $18,979 | $3,356+465.5% | $4,883+288.7% | $5,306+257.7% |