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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 | $47,479+93.0% | $62,929+45.6% | $82,448+11.2% |
| Participation rate | 66.7% | 66.9%-0.2pp | 73.1%-6.4pp | 68.1%-1.4pp |
| Annual return | 7.87% | 20.34%-12.5pp | 1063.93%-1056.1pp | 41.64%-33.8pp |
| Employer contribution / active EE | $1,092 | $1,885-42.1% | $2,505-56.4% | $2,551-57.2% |
| Participant deferral / active EE | $8,279 | $2,870+188.4% | $3,888+112.9% | $4,139+100.0% |
| Admin fee / account holder | $13,552 | $3,804+256.3% | $5,065+167.6% | $7,234+87.3% |