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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 | $88,203+4.9% | $165,100-44.0% | $74,478+24.2% |
| Participation rate | 53.4% | 73.1%-19.7pp | 78.6%-25.2pp | 67.2%-13.8pp |
| Annual return | 10.34% | 17.13%-6.8pp | 70.21%-59.9pp | 1370.56%-1360.2pp |
| Employer contribution / active EE | $1,264 | $2,601-51.4% | $4,348-70.9% | $2,626-51.9% |
| Participant deferral / active EE | $6,220 | $4,505+38.1% | $6,035+3.1% | $4,350+43.0% |
| Admin fee / account holder | $16,185 | $2,235+624.2% | $12,696+27.5% | $1,946+731.8% |