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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 | $98,646 | $81,208+21.5% | $98,920-0.3% | $79,852+23.5% |
| Participation rate | 43.1% | 72.5%-29.4pp | 76.0%-32.9pp | 69.6%-26.5pp |
| Annual return | 8.93% | 60.99%-52.1pp | 196.47%-187.5pp | 31.72%-22.8pp |
| Employer contribution / active EE | $697 | $1,960-64.4% | $2,689-74.1% | $2,471-71.8% |
| Participant deferral / active EE | $1,539 | $3,265-52.9% | $4,245-63.7% | $3,740-58.9% |
| Admin fee / account holder | $8,787 | $6,013+46.1% | $6,643+32.3% | $5,306+65.6% |