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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 | $87,735 | $58,234+50.7% | $81,783+7.3% | $80,874+8.5% |
| Participation rate | 51.0% | 63.4%-12.4pp | 72.4%-21.3pp | 67.6%-16.6pp |
| Annual return | 10.68% | 41.70%-31.0pp | 775.05%-764.4pp | 35.62%-24.9pp |
| Employer contribution / active EE | $956 | $2,341-59.2% | $2,913-67.2% | $2,756-65.3% |
| Participant deferral / active EE | $4,105 | $3,283+25.0% | $4,320-5.0% | $4,297-4.5% |
| Admin fee / account holder | $4,855 | $4,982-2.5% | $7,380-34.2% | $6,935-30.0% |