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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 | $90,526 | $51,606+75.4% | $129,339-30.0% | $80,911+11.9% |
| Participation rate | 62.5% | 57.0%+5.5pp | 69.6%-7.1pp | 67.6%-5.1pp |
| Annual return | 8.67% | 20.76%-12.1pp | 9437.05%-9428.4pp | 35.63%-27.0pp |
| Employer contribution / active EE | $1,792 | $1,582+13.2% | $4,154-56.9% | $2,756-35.0% |
| Participant deferral / active EE | $4,239 | $2,669+58.8% | $4,170+1.6% | $4,297-1.4% |
| Admin fee / account holder | $26,602 | $4,310+517.2% | $7,668+246.9% | $6,935+283.6% |