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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 | $86,931 | $63,346+37.2% | $92,240-5.8% | $70,126+24.0% |
| Participation rate | 67.9% | 68.7%-0.8pp | 76.5%-8.6pp | 69.5%-1.7pp |
| Annual return | 12.32% | 530.19%-517.9pp | 176.29%-164.0pp | 73.15%-60.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,424 | $2,854+55.0% | $3,897+13.5% | $3,332+32.8% |
| Admin fee / account holder | $8,891 | $3,841+131.5% | $5,194+71.2% | $4,645+91.4% |