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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 | $96,553 | $51,638+87.0% | $68,368+41.2% | $82,448+17.1% |
| Participation rate | 58.1% | 63.6%-5.5pp | 73.8%-15.6pp | 68.1%-9.9pp |
| Annual return | 9.99% | 37.53%-27.5pp | 292.57%-282.6pp | 41.64%-31.6pp |
| Employer contribution / active EE | $1,063 | $2,047-48.0% | $2,649-59.9% | $2,551-58.3% |
| Participant deferral / active EE | $2,230 | $2,914-23.5% | $4,123-45.9% | $4,139-46.1% |
| Admin fee / account holder | $1,107 | $4,643-76.2% | $5,150-78.5% | $7,234-84.7% |