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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 | $61,815+77.1% | $97,295+12.5% | $80,959+35.2% |
| Participation rate | 51.0% | 63.5%-12.5pp | 72.7%-21.6pp | 67.7%-16.6pp |
| Annual return | 9.87% | -558.73%+568.6pp | 75.62%-65.7pp | 35.67%-25.8pp |
| Employer contribution / active EE | $1,113 | $1,836-39.4% | $2,723-59.1% | $2,757-59.6% |
| Participant deferral / active EE | $5,017 | $3,027+65.7% | $4,264+17.7% | $4,300+16.7% |
| Admin fee / account holder | $366 | $5,166-92.9% | $5,646-93.5% | $6,925-94.7% |