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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 | $96,589 | $65,575+47.3% | $86,209+12.0% | $75,181+28.5% |
| Participation rate | 63.4% | 60.5%+2.9pp | 69.0%-5.6pp | 67.2%-3.8pp |
| Annual return | 2.29% | 46.07%-43.8pp | 1169.05%-1166.8pp | 160.69%-158.4pp |
| Employer contribution / active EE | $386 | $1,553-75.2% | $2,381-83.8% | $2,671-85.6% |
| Participant deferral / active EE | $2,127 | $3,023-29.7% | $3,986-46.6% | $4,126-48.4% |
| Admin fee / account holder | $3,186 | $5,470-41.7% | $6,853-53.5% | $5,650-43.6% |