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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 | $94,826 | $56,134+68.9% | $96,171-1.4% | $85,847+10.5% |
| Participation rate | 48.6% | 56.7%-8.1pp | 68.4%-19.8pp | 69.3%-20.7pp |
| Annual return | 3.14% | 42.30%-39.2pp | 192.04%-188.9pp | 318.61%-315.5pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,115 | $2,858+79.0% | $4,350+17.6% | $3,952+29.4% |
| Admin fee / account holder | $4,630 | $3,769+22.8% | $5,538-16.4% | $6,261-26.0% |