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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 | $99,125 | $58,241+70.2% | $81,780+21.2% | $80,911+22.5% |
| Participation rate | 53.5% | 63.4%-10.0pp | 72.4%-18.9pp | 67.6%-14.2pp |
| Annual return | 10.36% | 41.73%-31.4pp | 776.27%-765.9pp | 35.63%-25.3pp |
| Employer contribution / active EE | $1,346 | $2,343-42.6% | $2,914-53.8% | $2,756-51.2% |
| Participant deferral / active EE | $3,092 | $3,283-5.8% | $4,321-28.4% | $4,297-28.0% |
| Admin fee / account holder | $792 | $4,973-84.1% | $7,384-89.3% | $6,935-88.6% |