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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 | $100,192 | $63,342+58.2% | $92,236+8.6% | $70,131+42.9% |
| Participation rate | 57.1% | 68.7%-11.5pp | 76.5%-19.3pp | 69.5%-12.4pp |
| Annual return | 2.38% | 530.15%-527.8pp | 176.29%-173.9pp | 73.14%-70.8pp |
| Employer contribution / active EE | $1,943 | $2,471-21.4% | $3,679-47.2% | $2,342-17.0% |
| Participant deferral / active EE | $2,623 | $2,854-8.1% | $3,897-32.7% | $3,332-21.3% |
| Admin fee / account holder | $10,291 | $3,840+168.0% | $5,194+98.1% | $4,645+121.5% |