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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 | $84,739 | $59,456+42.5% | $93,669-9.5% | $74,429+13.9% |
| Participation rate | 56.5% | 59.6%-3.2pp | 68.7%-12.2pp | 67.2%-10.7pp |
| Annual return | 8.30% | 82.00%-73.7pp | 133.59%-125.3pp | 1368.38%-1360.1pp |
| Employer contribution / active EE | $518 | $1,266-59.1% | $2,424-78.6% | $2,625-80.3% |
| Participant deferral / active EE | $4,341 | $3,052+42.2% | $4,416-1.7% | $4,348-0.2% |
| Admin fee / account holder | $10,402 | $3,026+243.8% | $8,291+25.5% | $1,944+435.0% |