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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 | $48,011+90.9% | $63,803+43.6% | $82,637+10.9% |
| Participation rate | 66.7% | 66.6%+0.1pp | 72.7%-6.0pp | 68.1%-1.4pp |
| Annual return | 7.87% | 19.84%-12.0pp | 543.72%-535.9pp | 53.51%-45.6pp |
| Employer contribution / active EE | $1,092 | $1,904-42.6% | $2,532-56.9% | $2,552-57.2% |
| Participant deferral / active EE | $8,279 | $2,846+190.8% | $3,843+115.4% | $4,126+100.6% |
| Admin fee / account holder | $13,552 | $3,873+249.9% | $5,196+160.8% | $7,339+84.7% |