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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 | $93,072 | $52,279+78.0% | $89,414+4.1% | $79,852+16.6% |
| Participation rate | 50.0% | 57.5%-7.5pp | 68.0%-18.0pp | 69.6%-19.6pp |
| Annual return | 8.91% | 22.16%-13.2pp | 245.50%-236.6pp | 31.72%-22.8pp |
| Employer contribution / active EE | $364 | $1,572-76.8% | $2,586-85.9% | $2,471-85.3% |
| Participant deferral / active EE | $2,220 | $2,740-19.0% | $3,890-42.9% | $3,740-40.7% |
| Admin fee / account holder | $3,599 | $3,356+7.2% | $4,883-26.3% | $5,306-32.2% |