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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 | $89,648 | $55,889+60.4% | $76,119+17.8% | $80,935+10.8% |
| Participation rate | 54.3% | 62.1%-7.7pp | 69.1%-14.7pp | 67.7%-13.3pp |
| Annual return | 10.10% | 20.58%-10.5pp | 361.25%-351.1pp | 35.66%-25.6pp |
| Employer contribution / active EE | $677 | $1,866-63.7% | $2,693-74.9% | $2,757-75.5% |
| Participant deferral / active EE | $3,469 | $3,051+13.7% | $4,259-18.6% | $4,299-19.3% |
| Admin fee / account holder | $26,122 | $5,241+398.4% | $6,421+306.8% | $6,924+277.3% |