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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 | $86,415 | $60,119+43.7% | $90,430-4.4% | $79,858+8.2% |
| Participation rate | 56.7% | 65.0%-8.3pp | 72.7%-16.0pp | 69.6%-13.0pp |
| Annual return | 5.20% | 71.94%-66.7pp | 1293.73%-1288.5pp | 31.72%-26.5pp |
| Employer contribution / active EE | $1,000 | $2,068-51.6% | $3,262-69.3% | $2,471-59.5% |
| Participant deferral / active EE | $3,074 | $2,938+4.6% | $3,963-22.4% | $3,740-17.8% |
| Admin fee / account holder | $1,265 | $3,976-68.2% | $5,613-77.5% | $5,306-76.2% |