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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 | $90,426 | $58,275+55.2% | $81,844+10.5% | $80,935+11.7% |
| Participation rate | 42.0% | 63.5%-21.4pp | 72.4%-30.4pp | 67.7%-25.6pp |
| Annual return | 9.74% | 41.82%-32.1pp | 778.87%-769.1pp | 35.66%-25.9pp |
| Employer contribution / active EE | $2,234 | $2,346-4.8% | $2,916-23.4% | $2,757-19.0% |
| Participant deferral / active EE | $3,186 | $3,285-3.0% | $4,323-26.3% | $4,299-25.9% |
| Admin fee / account holder | $3,764 | $4,749-20.7% | $7,355-48.8% | $6,924-45.6% |