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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 | $93,225 | $28,624+225.7% | $53,647+73.8% | $82,637+12.8% |
| Participation rate | 43.9% | 47.3%-3.4pp | 56.3%-12.4pp | 68.1%-24.2pp |
| Annual return | 14.33% | 664.98%-650.7pp | 358.33%-344.0pp | 53.51%-39.2pp |
| Employer contribution / active EE | $1,779 | $637+179.5% | $962+84.9% | $2,552-30.3% |
| Participant deferral / active EE | $3,849 | $1,196+221.8% | $1,813+112.3% | $4,126-6.7% |
| Admin fee / account holder | $6,176 | $2,022+205.5% | $2,460+151.1% | $7,339-15.8% |