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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 | $87,931 | $59,448+47.9% | $93,696-6.2% | $74,459+18.1% |
| Participation rate | 61.6% | 59.6%+2.0pp | 68.7%-7.1pp | 67.2%-5.6pp |
| Annual return | 10.36% | 82.11%-71.7pp | 133.74%-123.4pp | 1369.70%-1359.3pp |
| Employer contribution / active EE | $663 | $1,266-47.7% | $2,422-72.6% | $2,626-74.8% |
| Participant deferral / active EE | $3,146 | $3,052+3.1% | $4,417-28.8% | $4,350-27.7% |
| Admin fee / account holder | $4,210 | $3,027+39.1% | $8,287-49.2% | $1,945+116.5% |