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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 | $98,099 | $70,418+39.3% | $96,570+1.6% | $85,847+14.3% |
| Participation rate | 51.6% | 61.8%-10.2pp | 69.8%-18.2pp | 69.3%-17.7pp |
| Annual return | 10.40% | 18.59%-8.2pp | 37.79%-27.4pp | 318.61%-308.2pp |
| Employer contribution / active EE | $1,172 | $1,413-17.0% | $2,357-50.3% | $2,565-54.3% |
| Participant deferral / active EE | $2,900 | $2,894+0.2% | $3,849-24.7% | $3,952-26.6% |
| Admin fee / account holder | $375 | $4,995-92.5% | $6,182-93.9% | $6,261-94.0% |