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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 | $50,554+81.3% | $67,681+35.4% | $87,485+4.8% |
| Participation rate | 66.7% | 67.7%-1.1pp | 73.7%-7.1pp | 68.9%-2.3pp |
| Annual return | 7.87% | 17.81%-9.9pp | 590.58%-582.7pp | 26.06%-18.2pp |
| Employer contribution / active EE | $1,092 | $1,988-45.1% | $2,678-59.2% | $2,596-57.9% |
| Participant deferral / active EE | $8,279 | $2,961+179.6% | $3,976+108.2% | $4,274+93.7% |
| Admin fee / account holder | $13,552 | $4,132+227.9% | $6,100+122.2% | $7,775+74.3% |