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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 | $87,557 | $80,812+8.3% | $160,784-45.5% | $82,448+6.2% |
| Participation rate | 59.3% | 66.2%-6.9pp | 77.0%-17.7pp | 68.1%-8.8pp |
| Annual return | 12.51% | 100.59%-88.1pp | 1803.92%-1791.4pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,241 | $2,174-42.9% | $3,733-66.7% | $2,551-51.3% |
| Participant deferral / active EE | $4,340 | $4,335+0.1% | $6,293-31.0% | $4,139+4.9% |
| Admin fee / account holder | $20,273 | $7,695+163.5% | $9,717+108.6% | $7,234+180.2% |