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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 | $90,424 | $63,346+42.7% | $92,240-2.0% | $70,126+28.9% |
| Participation rate | 68.4% | 68.7%-0.2pp | 76.5%-8.1pp | 69.5%-1.1pp |
| Annual return | 10.25% | 530.19%-519.9pp | 176.29%-166.0pp | 73.15%-62.9pp |
| Employer contribution / active EE | $1,249 | $2,471-49.5% | $3,680-66.1% | $2,343-46.7% |
| Participant deferral / active EE | $2,054 | $2,854-28.0% | $3,897-47.3% | $3,332-38.3% |
| Admin fee / account holder | $5,873 | $3,841+52.9% | $5,194+13.1% | $4,645+26.4% |