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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 | $80,827 | $65,575+23.3% | $86,209-6.2% | $75,181+7.5% |
| Participation rate | 53.8% | 60.5%-6.6pp | 69.0%-15.1pp | 67.2%-13.4pp |
| Annual return | 12.39% | 46.07%-33.7pp | 1169.05%-1156.7pp | 160.69%-148.3pp |
| Employer contribution / active EE | $919 | $1,553-40.8% | $2,381-61.4% | $2,671-65.6% |
| Participant deferral / active EE | $2,280 | $3,023-24.6% | $3,986-42.8% | $4,126-44.7% |
| Admin fee / account holder | $18,379 | $5,470+236.0% | $6,853+168.2% | $5,650+225.3% |