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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 | $77,188 | $22,602+241.5% | $65,566+17.7% | $75,173+2.7% |
| Participation rate | 40.7% | 63.1%-22.3pp | 64.9%-24.2pp | 67.2%-26.5pp |
| Annual return | 12.76% | 71.13%-58.4pp | 47.40%-34.6pp | 160.72%-148.0pp |
| Employer contribution / active EE | $1,081 | $941+14.9% | $1,692-36.1% | $2,671-59.5% |
| Participant deferral / active EE | $3,384 | $1,695+99.7% | $2,832+19.5% | $4,126-18.0% |
| Admin fee / account holder | $2,026 | $1,877+7.9% | $4,114-50.7% | $5,651-64.1% |