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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 | $49,976+93.2% | $66,674+44.8% | $82,637+16.8% |
| Participation rate | 58.1% | 63.1%-5.0pp | 73.7%-15.5pp | 68.1%-9.9pp |
| Annual return | 9.99% | 39.09%-29.1pp | 321.24%-311.3pp | 53.51%-43.5pp |
| Employer contribution / active EE | $1,063 | $1,988-46.5% | $2,620-59.4% | $2,552-58.3% |
| Participant deferral / active EE | $2,230 | $2,847-21.7% | $4,084-45.4% | $4,126-45.9% |
| Admin fee / account holder | $1,107 | $4,594-75.9% | $5,098-78.3% | $7,339-84.9% |