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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 | $95,598 | $58,726+62.8% | $92,240+3.6% | $62,293+53.5% |
| Participation rate | 56.8% | 68.3%-11.6pp | 76.5%-19.7pp | 69.5%-12.8pp |
| Annual return | 12.23% | 43.62%-31.4pp | 176.29%-164.1pp | 28.90%-16.7pp |
| Employer contribution / active EE | $522 | $2,392-78.2% | $3,680-85.8% | $2,042-74.4% |
| Participant deferral / active EE | $3,188 | $2,766+15.3% | $3,897-18.2% | $3,169+0.6% |
| Admin fee / account holder | $2,893 | $556+419.9% | $5,194-44.3% | $479+503.6% |