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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 | $99,071 | $78,707+25.9% | $117,861-15.9% | $70,126+41.3% |
| Participation rate | 56.8% | 73.2%-16.4pp | 79.7%-22.8pp | 69.5%-12.7pp |
| Annual return | 8.18% | 23.30%-15.1pp | 335.11%-326.9pp | 73.15%-65.0pp |
| Employer contribution / active EE | $1,180 | $2,223-46.9% | $3,786-68.8% | $2,343-49.6% |
| Participant deferral / active EE | $2,083 | $3,297-36.8% | $4,482-53.5% | $3,332-37.5% |
| Admin fee / account holder | $8,039 | $5,066+58.7% | $8,021+0.2% | $4,645+73.0% |