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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 | $61,125+58.0% | $94,057+2.7% | $87,485+10.4% |
| Participation rate | 58.1% | 64.1%-5.9pp | 73.3%-15.2pp | 68.9%-10.8pp |
| Annual return | 9.99% | 35.20%-25.2pp | 480.62%-470.6pp | 26.06%-16.1pp |
| Employer contribution / active EE | $1,063 | $2,136-50.2% | $2,933-63.7% | $2,596-59.0% |
| Participant deferral / active EE | $2,230 | $3,260-31.6% | $4,709-52.6% | $4,274-47.8% |
| Admin fee / account holder | $1,107 | $5,629-80.3% | $7,244-84.7% | $7,775-85.8% |