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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 | $106,634 | $49,896+113.7% | $80,627+32.3% | $75,173+41.9% |
| Participation rate | 50.8% | 55.3%-4.5pp | 67.0%-16.2pp | 67.2%-16.4pp |
| Annual return | 12.13% | 34.67%-22.5pp | 936.76%-924.6pp | 160.72%-148.6pp |
| Employer contribution / active EE | $1,376 | $1,699-19.0% | $2,723-49.5% | $2,671-48.5% |
| Participant deferral / active EE | $2,951 | $2,992-1.4% | $4,443-33.6% | $4,126-28.5% |
| Admin fee / account holder | $3,824 | $3,578+6.9% | $5,381-28.9% | $5,651-32.3% |