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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 | $89,662 | $58,726+52.7% | $142,898-37.3% | $85,847+4.4% |
| Participation rate | 60.7% | 58.5%+2.2pp | 72.0%-11.2pp | 69.3%-8.6pp |
| Annual return | 9.72% | 27.73%-18.0pp | 5639.64%-5629.9pp | 318.61%-308.9pp |
| Employer contribution / active EE | $1,417 | $1,424-0.5% | $4,146-65.8% | $2,565-44.8% |
| Participant deferral / active EE | $4,471 | $2,609+71.4% | $3,838+16.5% | $3,952+13.1% |
| Admin fee / account holder | $2,847 | $4,234-32.8% | $6,560-56.6% | $6,261-54.5% |