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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 | $91,877 | $62,409+47.2% | $120,574-23.8% | $74,459+23.4% |
| Participation rate | 28.2% | 56.8%-28.5pp | 71.9%-43.7pp | 67.2%-39.0pp |
| Annual return | 8.15% | 18.62%-10.5pp | 107.42%-99.3pp | 1369.70%-1361.6pp |
| Employer contribution / active EE | $1,269 | $1,847-31.3% | $3,471-63.4% | $2,626-51.7% |
| Participant deferral / active EE | $2,399 | $2,888-16.9% | $4,996-52.0% | $4,350-44.8% |
| Admin fee / account holder | $5,638 | $2,394+135.5% | $9,445-40.3% | $1,945+189.9% |