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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 | $58,258+49.2% | $81,820+6.2% | $80,925+7.4% |
| Participation rate | 63.0% | 63.5%-0.4pp | 72.4%-9.3pp | 67.7%-4.6pp |
| Annual return | 7.98% | 41.76%-33.8pp | 777.93%-770.0pp | 35.65%-27.7pp |
| Employer contribution / active EE | $1,055 | $2,345-55.0% | $2,915-63.8% | $2,756-61.7% |
| Participant deferral / active EE | $2,164 | $3,284-34.1% | $4,323-49.9% | $4,299-49.7% |
| Admin fee / account holder | $8,828 | $4,976+77.4% | $7,391+19.5% | $6,940+27.2% |