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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 | $86,902 | $58,311+49.0% | $81,882+6.1% | $80,959+7.3% |
| Participation rate | 63.0% | 63.5%-0.4pp | 72.4%-9.3pp | 67.7%-4.6pp |
| Annual return | 7.98% | 41.85%-33.9pp | 779.47%-771.5pp | 35.67%-27.7pp |
| Employer contribution / active EE | $1,055 | $2,347-55.1% | $2,916-63.8% | $2,757-61.8% |
| Participant deferral / active EE | $2,164 | $3,287-34.2% | $4,323-49.9% | $4,300-49.7% |
| Admin fee / account holder | $8,828 | $4,752+85.8% | $7,360+20.0% | $6,925+27.5% |