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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 | $91,190 | $58,258+56.5% | $81,820+11.5% | $80,925+12.7% |
| Participation rate | 59.3% | 63.5%-4.2pp | 72.4%-13.1pp | 67.7%-8.4pp |
| Annual return | 5.26% | 41.76%-36.5pp | 777.93%-772.7pp | 35.65%-30.4pp |
| Employer contribution / active EE | $1,799 | $2,345-23.3% | $2,915-38.3% | $2,756-34.7% |
| Participant deferral / active EE | $3,742 | $3,284+13.9% | $4,323-13.4% | $4,299-13.0% |
| Admin fee / account holder | $2,551 | $4,976-48.7% | $7,391-65.5% | $6,940-63.2% |