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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 | $84,678 | $65,423+29.4% | $98,477-14.0% | $85,856-1.4% |
| Participation rate | 42.9% | 65.0%-22.1pp | 73.3%-30.5pp | 69.3%-26.5pp |
| Annual return | 5.92% | 21.76%-15.8pp | 1493.59%-1487.7pp | 318.58%-312.7pp |
| Employer contribution / active EE | $1,006 | $2,168-53.6% | $2,961-66.0% | $2,565-60.8% |
| Participant deferral / active EE | $1,299 | $3,167-59.0% | $4,276-69.6% | $3,952-67.1% |
| Admin fee / account holder | $11,713 | $4,594+155.0% | $5,951+96.8% | $6,261+87.1% |