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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 | $86,879 | $95,601-9.1% | $77,183+12.6% | $139,456-37.7% |
| Participation rate | 50.0% | 74.0%-24.0pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 7.47% | 54.96%-47.5pp | 37.89%-30.4pp | 373.45%-366.0pp |
| Employer contribution / active EE | $1,778 | $3,145-43.5% | $2,534-29.8% | $4,753-62.6% |
| Participant deferral / active EE | $4,203 | $4,623-9.1% | $3,833+9.7% | $6,711-37.4% |
| Admin fee / account holder | $1,868 | $8,302-77.5% | $5,475-65.9% | $11,407-83.6% |