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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 | $87,518 | $55,423+57.9% | $155,602-43.8% | $74,400+17.6% |
| Participation rate | 52.7% | 61.9%-9.2pp | 78.2%-25.5pp | 67.2%-14.5pp |
| Annual return | 10.57% | 269.07%-258.5pp | 64.81%-54.2pp | 1367.51%-1356.9pp |
| Employer contribution / active EE | $1,333 | $2,266-41.2% | $4,675-71.5% | $2,624-49.2% |
| Participant deferral / active EE | $3,116 | $2,835+9.9% | $5,629-44.6% | $4,348-28.3% |
| Admin fee / account holder | $3,494 | $1,744+100.3% | $15,923-78.1% | $1,944+79.8% |