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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 | $93,573 | $65,704+42.4% | $94,229-0.7% | $59,633+56.9% |
| Participation rate | 64.0% | 72.1%-8.1pp | 78.8%-14.8pp | 68.7%-4.7pp |
| Annual return | -3.20% | 5.22%-8.4pp | 10.68%-13.9pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $2,263 | $2,021+12.0% | $3,587-36.9% | $2,203+2.7% |
| Participant deferral / active EE | $6,006 | $3,143+91.1% | $4,320+39.0% | $3,192+88.2% |
| Admin fee / account holder | $16,019 | $4,265+275.6% | $6,269+155.5% | $4,297+272.8% |