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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 | $114,590 | $80,812+41.8% | $160,784-28.7% | $82,448+39.0% |
| Participation rate | 53.3% | 66.2%-12.9pp | 77.0%-23.6pp | 68.1%-14.7pp |
| Annual return | 12.32% | 100.59%-88.3pp | 1803.92%-1791.6pp | 41.64%-29.3pp |
| Employer contribution / active EE | $2,298 | $2,174+5.7% | $3,733-38.4% | $2,551-9.9% |
| Participant deferral / active EE | $4,315 | $4,335-0.5% | $6,293-31.4% | $4,139+4.3% |
| Admin fee / account holder | $8,206 | $7,695+6.6% | $9,717-15.5% | $7,234+13.4% |