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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 | $91,998 | $70,366+30.7% | $66,674+38.0% | $138,895-33.8% |
| Participation rate | 52.9% | 76.2%-23.2pp | 73.7%-20.7pp | 79.9%-27.0pp |
| Annual return | 9.37% | 386.41%-377.0pp | 321.24%-311.9pp | 145.39%-136.0pp |
| Employer contribution / active EE | $3,230 | $2,765+16.8% | $2,620+23.3% | $4,194-23.0% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,637 | $5,262+7.1% | $5,098+10.6% | $12,562-55.1% |