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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 | $83,061 | $72,446+14.7% | $67,561+22.9% | $145,877-43.1% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 8.72% | 7211.98%-7203.3pp | 3525.44%-3516.7pp | 551.28%-542.6pp |
| Employer contribution / active EE | $676 | $3,072-78.0% | $2,735-75.3% | $4,663-85.5% |
| Participant deferral / active EE | $1,110 | $4,785-76.8% | $4,003-72.3% | $6,691-83.4% |
| Admin fee / account holder | $7,762 | $5,541+40.1% | $4,006+93.8% | $13,402-42.1% |