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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 | $109,473 | $61,787+77.2% | $97,197+12.6% | $80,925+35.3% |
| Participation rate | 51.0% | 63.5%-12.5pp | 72.7%-21.7pp | 67.7%-16.6pp |
| Annual return | 9.87% | -558.16%+568.0pp | 75.47%-65.6pp | 35.65%-25.8pp |
| Employer contribution / active EE | $1,113 | $1,836-39.4% | $2,723-59.1% | $2,756-59.6% |
| Participant deferral / active EE | $5,017 | $3,027+65.7% | $4,263+17.7% | $4,299+16.7% |
| Admin fee / account holder | $366 | $5,170-92.9% | $5,637-93.5% | $6,940-94.7% |