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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 | $85,408 | $57,330+49.0% | $86,656-1.4% | $75,177+13.6% |
| Participation rate | 61.8% | 63.2%-1.4pp | 71.7%-9.9pp | 67.2%-5.4pp |
| Annual return | 12.01% | 2675.40%-2663.4pp | 593.09%-581.1pp | 160.75%-148.7pp |
| Employer contribution / active EE | $1,318 | $2,316-43.1% | $3,025-56.4% | $2,671-50.7% |
| Participant deferral / active EE | $3,288 | $3,320-1.0% | $4,439-25.9% | $4,126-20.3% |
| Admin fee / account holder | $7,285 | $4,115+77.0% | $5,619+29.7% | $5,651+28.9% |