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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 | $90,709 | $51,638+75.7% | $68,368+32.7% | $82,448+10.0% |
| Participation rate | 67.9% | 63.6%+4.2pp | 73.8%-5.9pp | 68.1%-0.2pp |
| Annual return | 10.23% | 37.53%-27.3pp | 292.57%-282.3pp | 41.64%-31.4pp |
| Employer contribution / active EE | $1,320 | $2,047-35.5% | $2,649-50.2% | $2,551-48.2% |
| Participant deferral / active EE | $4,441 | $2,914+52.4% | $4,123+7.7% | $4,139+7.3% |
| Admin fee / account holder | $36,695 | $4,643+690.3% | $5,150+612.6% | $7,234+407.2% |