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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 | $90,025 | $65,566+37.3% | $86,235+4.4% | $75,177+19.7% |
| Participation rate | 46.6% | 60.5%-13.9pp | 69.0%-22.4pp | 67.2%-20.6pp |
| Annual return | 8.20% | 46.07%-37.9pp | 1170.03%-1161.8pp | 160.75%-152.6pp |
| Employer contribution / active EE | $524 | $1,553-66.3% | $2,381-78.0% | $2,671-80.4% |
| Participant deferral / active EE | $3,648 | $3,023+20.6% | $3,987-8.5% | $4,126-11.6% |
| Admin fee / account holder | $7,037 | $5,470+28.7% | $6,856+2.7% | $5,651+24.5% |