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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 | $43,730+60.9% | $66,674+5.5% | $64,097+9.8% |
| Participation rate | 45.5% | 50.7%-5.3pp | 73.7%-28.2pp | 55.2%-9.7pp |
| Annual return | 11.03% | 53.62%-42.6pp | 321.24%-310.2pp | 34.64%-23.6pp |
| Employer contribution / active EE | $1,619 | $1,673-3.2% | $2,620-38.2% | $1,891-14.4% |
| Participant deferral / active EE | $2,389 | $2,122+12.6% | $4,084-41.5% | $3,080-22.4% |
| Admin fee / account holder | $1,357 | $2,708-49.9% | $5,098-73.4% | $3,454-60.7% |