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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 | $86,353 | $58,714+47.1% | $142,874-39.6% | $85,856+0.6% |
| Participation rate | 42.4% | 58.5%-16.1pp | 72.0%-29.5pp | 69.3%-26.9pp |
| Annual return | 11.93% | 27.73%-15.8pp | 5638.58%-5626.6pp | 318.58%-306.6pp |
| Employer contribution / active EE | $1,910 | $1,423+34.2% | $4,145-53.9% | $2,565-25.5% |
| Participant deferral / active EE | $3,026 | $2,608+16.0% | $3,838-21.1% | $3,952-23.4% |
| Admin fee / account holder | $9,434 | $4,241+122.5% | $6,561+43.8% | $6,261+50.7% |