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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 | $92,169 | $61,125+50.8% | $94,057-2.0% | $87,485+5.4% |
| Participation rate | 50.6% | 64.1%-13.5pp | 73.3%-22.7pp | 68.9%-18.3pp |
| Annual return | 8.61% | 35.20%-26.6pp | 480.62%-472.0pp | 26.06%-17.4pp |
| Employer contribution / active EE | $1,729 | $2,136-19.1% | $2,933-41.0% | $2,596-33.4% |
| Participant deferral / active EE | $2,479 | $3,260-24.0% | $4,709-47.4% | $4,274-42.0% |
| Admin fee / account holder | $9,942 | $5,629+76.6% | $7,244+37.2% | $7,775+27.9% |