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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 | $51,638+78.5% | $68,368+34.8% | $82,448+11.8% |
| Participation rate | 50.6% | 63.6%-13.0pp | 73.8%-23.1pp | 68.1%-17.5pp |
| Annual return | 8.61% | 37.53%-28.9pp | 292.57%-284.0pp | 41.64%-33.0pp |
| Employer contribution / active EE | $1,729 | $2,047-15.5% | $2,649-34.7% | $2,551-32.2% |
| Participant deferral / active EE | $2,479 | $2,914-14.9% | $4,123-39.9% | $4,139-40.1% |
| Admin fee / account holder | $9,942 | $4,643+114.1% | $5,150+93.1% | $7,234+37.4% |