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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 | $85,599 | $49,896+71.6% | $80,627+6.2% | $75,173+13.9% |
| Participation rate | 24.4% | 55.3%-30.9pp | 67.0%-42.6pp | 67.2%-42.8pp |
| Annual return | 6.46% | 34.67%-28.2pp | 936.76%-930.3pp | 160.72%-154.3pp |
| Employer contribution / active EE | $1,489 | $1,699-12.3% | $2,723-45.3% | $2,671-44.2% |
| Participant deferral / active EE | $2,968 | $2,992-0.8% | $4,443-33.2% | $4,126-28.1% |
| Admin fee / account holder | $301 | $3,578-91.6% | $5,381-94.4% | $5,651-94.7% |