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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 | $85,279 | $57,541+48.2% | $95,740-10.9% | $75,173+13.4% |
| Participation rate | 68.6% | 62.5%+6.1pp | 72.3%-3.7pp | 67.2%+1.4pp |
| Annual return | 11.74% | 34.93%-23.2pp | 28.41%-16.7pp | 160.72%-149.0pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,858 | $3,074+90.6% | $4,244+38.0% | $4,126+42.0% |
| Admin fee / account holder | $11,542 | $4,099+181.6% | $5,676+103.3% | $5,651+104.3% |