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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 | $118,079 | $49,976+136.3% | $66,674+77.1% | $82,637+42.9% |
| Participation rate | 50.8% | 63.1%-12.3pp | 73.7%-22.9pp | 68.1%-17.2pp |
| Annual return | 10.45% | 39.09%-28.6pp | 321.24%-310.8pp | 53.51%-43.1pp |
| Employer contribution / active EE | $1,542 | $1,988-22.4% | $2,620-41.1% | $2,552-39.6% |
| Participant deferral / active EE | $3,506 | $2,847+23.2% | $4,084-14.2% | $4,126-15.0% |
| Admin fee / account holder | $7,510 | $4,594+63.5% | $5,098+47.3% | $7,339+2.3% |