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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 | $92,975 | $80,812+15.1% | $160,784-42.2% | $82,448+12.8% |
| Participation rate | 63.6% | 66.2%-2.6pp | 77.0%-13.3pp | 68.1%-4.4pp |
| Annual return | 12.85% | 100.59%-87.7pp | 1803.92%-1791.1pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,128 | $2,174-48.1% | $3,733-69.8% | $2,551-55.8% |
| Participant deferral / active EE | $4,050 | $4,335-6.6% | $6,293-35.6% | $4,139-2.2% |
| Admin fee / account holder | $1,608 | $7,695-79.1% | $9,717-83.4% | $7,234-77.8% |