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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 | $94,702 | $85,766+10.4% | $136,298-30.5% | $70,126+35.0% |
| Participation rate | 52.8% | 74.2%-21.3pp | 81.9%-29.1pp | 69.5%-16.7pp |
| Annual return | 13.88% | 31.46%-17.6pp | 5156.27%-5142.4pp | 73.15%-59.3pp |
| Employer contribution / active EE | $1,186 | $2,966-60.0% | $4,696-74.7% | $2,343-49.4% |
| Participant deferral / active EE | $2,626 | $5,051-48.0% | $6,247-58.0% | $3,332-21.2% |
| Admin fee / account holder | $845 | $5,421-84.4% | $9,244-90.9% | $4,645-81.8% |