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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 | $80,948 | $58,311+38.8% | $81,882-1.1% | $80,9590% |
| Participation rate | 39.6% | 63.5%-23.9pp | 72.4%-32.8pp | 67.7%-28.0pp |
| Annual return | 6.15% | 41.85%-35.7pp | 779.47%-773.3pp | 35.67%-29.5pp |
| Employer contribution / active EE | $1,196 | $2,347-49.1% | $2,916-59.0% | $2,757-56.6% |
| Participant deferral / active EE | $3,400 | $3,287+3.4% | $4,323-21.3% | $4,300-20.9% |
| Admin fee / account holder | $2,732 | $4,752-42.5% | $7,360-62.9% | $6,925-60.5% |