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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 | $58,311+50.5% | $81,882+7.1% | $80,959+8.4% |
| Participation rate | 51.0% | 63.5%-12.5pp | 72.4%-21.4pp | 67.7%-16.6pp |
| Annual return | 10.68% | 41.85%-31.2pp | 779.47%-768.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $956 | $2,347-59.3% | $2,916-67.2% | $2,757-65.3% |
| Participant deferral / active EE | $4,105 | $3,287+24.9% | $4,323-5.1% | $4,300-4.5% |
| Admin fee / account holder | $4,855 | $4,752+2.2% | $7,360-34.0% | $6,925-29.9% |