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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 | $83,872 | $60,119+39.5% | $90,430-7.3% | $79,858+5.0% |
| Participation rate | 60.0% | 65.0%-5.0pp | 72.7%-12.7pp | 69.6%-9.6pp |
| Annual return | 10.25% | 71.94%-61.7pp | 1293.73%-1283.5pp | 31.72%-21.5pp |
| Employer contribution / active EE | $964 | $2,068-53.4% | $3,262-70.4% | $2,471-61.0% |
| Participant deferral / active EE | $2,087 | $2,938-29.0% | $3,963-47.3% | $3,740-44.2% |
| Admin fee / account holder | $3,784 | $3,976-4.8% | $5,613-32.6% | $5,306-28.7% |