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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 | $78,881 | $57,305+37.7% | $86,640-9.0% | $75,173+4.9% |
| Participation rate | 66.7% | 63.2%+3.5pp | 71.7%-5.0pp | 67.2%-0.5pp |
| Annual return | 5.24% | 2674.24%-2669.0pp | 592.52%-587.3pp | 160.72%-155.5pp |
| Employer contribution / active EE | $1,718 | $2,316-25.8% | $3,024-43.2% | $2,671-35.7% |
| Participant deferral / active EE | $3,586 | $3,320+8.0% | $4,438-19.2% | $4,126-13.1% |
| Admin fee / account holder | $2,281 | $4,116-44.6% | $5,616-59.4% | $5,651-59.6% |