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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 | $80,310 | $57,305+40.1% | $86,640-7.3% | $75,173+6.8% |
| Participation rate | 49.1% | 63.2%-14.1pp | 71.7%-22.6pp | 67.2%-18.1pp |
| Annual return | 10.58% | 2674.24%-2663.7pp | 592.52%-581.9pp | 160.72%-150.1pp |
| Employer contribution / active EE | $1,607 | $2,316-30.6% | $3,024-46.9% | $2,671-39.8% |
| Participant deferral / active EE | $3,557 | $3,320+7.1% | $4,438-19.9% | $4,126-13.8% |
| Admin fee / account holder | $1,826 | $4,116-55.6% | $5,616-67.5% | $5,651-67.7% |