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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 | $86,629 | $72,071+20.2% | $68,368+26.7% | $137,256-36.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 8.59% | 353.14%-344.6pp | 292.57%-284.0pp | 220.34%-211.7pp |
| Employer contribution / active EE | $1,044 | $2,788-62.6% | $2,649-60.6% | $4,156-74.9% |
| Participant deferral / active EE | $4,800 | $4,410+8.8% | $4,123+16.4% | $6,407-25.1% |
| Admin fee / account holder | $534 | $5,336-90.0% | $5,150-89.6% | $12,270-95.6% |