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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 | $93,357 | $65,440+42.7% | $98,506-5.2% | $85,851+8.7% |
| Participation rate | 55.9% | 65.0%-9.1pp | 73.3%-17.5pp | 69.3%-13.4pp |
| Annual return | 9.61% | 21.75%-12.1pp | 1494.92%-1485.3pp | 318.63%-309.0pp |
| Employer contribution / active EE | $1,245 | $2,169-42.6% | $2,961-57.9% | $2,565-51.5% |
| Participant deferral / active EE | $3,401 | $3,168+7.4% | $4,277-20.5% | $3,952-13.9% |
| Admin fee / account holder | $4,099 | $4,596-10.8% | $5,955-31.2% | $6,261-34.5% |