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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 | $92,496 | $88,137+4.9% | $164,975-43.9% | $74,429+24.3% |
| Participation rate | 53.4% | 73.1%-19.7pp | 78.6%-25.2pp | 67.2%-13.8pp |
| Annual return | 10.34% | 17.13%-6.8pp | 70.12%-59.8pp | 1368.38%-1358.0pp |
| Employer contribution / active EE | $1,264 | $2,597-51.3% | $4,343-70.9% | $2,625-51.8% |
| Participant deferral / active EE | $6,220 | $4,501+38.2% | $6,033+3.1% | $4,348+43.0% |
| Admin fee / account holder | $16,185 | $2,231+625.3% | $12,688+27.6% | $1,944+732.4% |