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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 | $68,886 | $47,479+45.1% | $62,929+9.5% | $82,448-16.4% |
| Participation rate | 62.1% | 66.9%-4.8pp | 73.1%-11.0pp | 68.1%-6.0pp |
| Annual return | 7.46% | 20.34%-12.9pp | 1063.93%-1056.5pp | 41.64%-34.2pp |
| Employer contribution / active EE | $994 | $1,885-47.3% | $2,505-60.3% | $2,551-61.0% |
| Participant deferral / active EE | $3,788 | $2,870+32.0% | $3,888-2.6% | $4,139-8.5% |
| Admin fee / account holder | $26,206 | $3,804+588.9% | $5,065+417.4% | $7,234+262.2% |