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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 | $59,448+42.5% | $93,696-9.6% | $74,459+13.8% |
| Participation rate | 56.5% | 59.6%-3.1pp | 68.7%-12.2pp | 67.2%-10.7pp |
| Annual return | 8.30% | 82.11%-73.8pp | 133.74%-125.4pp | 1369.70%-1361.4pp |
| Employer contribution / active EE | $518 | $1,266-59.1% | $2,422-78.6% | $2,626-80.3% |
| Participant deferral / active EE | $4,341 | $3,052+42.2% | $4,417-1.7% | $4,350-0.2% |
| Admin fee / account holder | $10,402 | $3,027+243.6% | $8,287+25.5% | $1,945+434.8% |