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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 | $98,820 | $59,006+67.5% | $97,295+1.6% | $74,478+32.7% |
| Participation rate | 37.6% | 63.7%-26.1pp | 72.7%-35.0pp | 67.2%-29.6pp |
| Annual return | 9.44% | 16.04%-6.6pp | 75.62%-66.2pp | 1370.56%-1361.1pp |
| Employer contribution / active EE | $534 | $1,894-71.8% | $2,723-80.4% | $2,626-79.7% |
| Participant deferral / active EE | $1,470 | $3,671-60.0% | $4,264-65.5% | $4,350-66.2% |
| Admin fee / account holder | $5,802 | $1,974+193.9% | $5,646+2.7% | $1,946+198.2% |