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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 | $108,342 | $49,896+117.1% | $80,627+34.4% | $75,173+44.1% |
| Participation rate | 53.1% | 55.3%-2.3pp | 67.0%-14.0pp | 67.2%-14.1pp |
| Annual return | 13.32% | 34.67%-21.3pp | 936.76%-923.4pp | 160.72%-147.4pp |
| Employer contribution / active EE | $1,090 | $1,699-35.8% | $2,723-60.0% | $2,671-59.2% |
| Participant deferral / active EE | $2,373 | $2,992-20.7% | $4,443-46.6% | $4,126-42.5% |
| Admin fee / account holder | $2,453 | $3,578-31.4% | $5,381-54.4% | $5,651-56.6% |