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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 | $93,055 | $63,346+46.9% | $92,240+0.9% | $70,126+32.7% |
| Participation rate | 37.8% | 68.7%-30.9pp | 76.5%-38.7pp | 69.5%-31.8pp |
| Annual return | 11.64% | 530.19%-518.6pp | 176.29%-164.7pp | 73.15%-61.5pp |
| Employer contribution / active EE | $949 | $2,471-61.6% | $3,680-74.2% | $2,343-59.5% |
| Participant deferral / active EE | $2,200 | $2,854-22.9% | $3,897-43.5% | $3,332-34.0% |
| Admin fee / account holder | $2,588 | $3,841-32.6% | $5,194-50.2% | $4,645-44.3% |