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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 | $86,052 | $98,240-12.4% | $82,312+4.5% | $147,586-41.7% |
| Participation rate | 63.6% | 79.7%-16.1pp | 76.9%-13.3pp | 82.8%-19.2pp |
| Annual return | 7.71% | 30.85%-23.1pp | 25.88%-18.2pp | 578.59%-570.9pp |
| Employer contribution / active EE | $740 | $3,192-76.8% | $2,428-69.5% | $4,876-84.8% |
| Participant deferral / active EE | $3,350 | $4,383-23.6% | $3,706-9.6% | $5,439-38.4% |
| Admin fee / account holder | $14,598 | $8,563+70.5% | $5,608+160.3% | $10,886+34.1% |