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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 | $70,356 | $47,105+49.4% | $68,368+2.9% | $67,986+3.5% |
| Participation rate | 45.5% | 51.8%-6.3pp | 73.8%-28.3pp | 57.2%-11.8pp |
| Annual return | 11.03% | 48.37%-37.3pp | 292.57%-281.5pp | 31.67%-20.6pp |
| Employer contribution / active EE | $1,619 | $1,859-12.9% | $2,649-38.9% | $2,019-19.8% |
| Participant deferral / active EE | $2,389 | $2,374+0.6% | $4,123-42.0% | $3,358-28.8% |
| Admin fee / account holder | $1,357 | $2,435-44.3% | $5,150-73.7% | $3,203-57.6% |