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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 | $51,642+75.3% | $129,384-30.0% | $80,935+11.8% |
| Participation rate | 62.5% | 56.9%+5.6pp | 69.6%-7.1pp | 67.7%-5.2pp |
| Annual return | 8.67% | 20.78%-12.1pp | 9461.77%-9453.1pp | 35.66%-27.0pp |
| Employer contribution / active EE | $1,792 | $1,583+13.2% | $4,153-56.9% | $2,757-35.0% |
| Participant deferral / active EE | $4,239 | $2,670+58.8% | $4,166+1.8% | $4,299-1.4% |
| Admin fee / account holder | $26,602 | $4,312+517.0% | $7,686+246.1% | $6,924+284.2% |