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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 | $91,643 | $55,457+65.2% | $77,361+18.5% | $94,015-2.5% |
| Participation rate | 66.7% | 69.8%-3.2pp | 75.0%-8.3pp | 70.8%-4.2pp |
| Annual return | 7.87% | 15.57%-7.7pp | 1011.54%-1003.7pp | 17.84%-10.0pp |
| Employer contribution / active EE | $1,092 | $2,255-51.6% | $2,990-63.5% | $2,790-60.8% |
| Participant deferral / active EE | $8,279 | $3,069+169.7% | $3,911+111.7% | $4,249+94.8% |
| Admin fee / account holder | $13,552 | $4,334+212.7% | $5,894+130.0% | $8,951+51.4% |