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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 | $84,912 | $58,311+45.6% | $81,882+3.7% | $80,959+4.9% |
| Participation rate | 58.8% | 63.5%-4.7pp | 72.4%-13.6pp | 67.7%-8.8pp |
| Annual return | 6.18% | 41.85%-35.7pp | 779.47%-773.3pp | 35.67%-29.5pp |
| Employer contribution / active EE | $2,171 | $2,347-7.5% | $2,916-25.5% | $2,757-21.3% |
| Participant deferral / active EE | $3,397 | $3,287+3.4% | $4,323-21.4% | $4,300-21.0% |
| Admin fee / account holder | $960 | $4,752-79.8% | $7,360-87.0% | $6,925-86.1% |