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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 | $131,039 | $81,208+61.4% | $98,916+32.5% | $79,858+64.1% |
| Participation rate | 61.3% | 72.5%-11.2pp | 76.0%-14.7pp | 69.6%-8.3pp |
| Annual return | 2.54% | 60.99%-58.4pp | 196.45%-193.9pp | 31.72%-29.2pp |
| Employer contribution / active EE | $916 | $1,960-53.2% | $2,689-65.9% | $2,471-62.9% |
| Participant deferral / active EE | $2,738 | $3,265-16.1% | $4,245-35.5% | $3,740-26.8% |
| Admin fee / account holder | $4,634 | $6,013-22.9% | $6,642-30.2% | $5,306-12.7% |