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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 | $85,774 | $60,128+42.7% | $90,440-5.2% | $79,852+7.4% |
| Participation rate | 41.4% | 65.0%-23.6pp | 72.7%-31.3pp | 69.6%-28.3pp |
| Annual return | 0.99% | 71.95%-71.0pp | 1294.38%-1293.4pp | 31.72%-30.7pp |
| Employer contribution / active EE | $888 | $2,068-57.1% | $3,263-72.8% | $2,471-64.1% |
| Participant deferral / active EE | $2,340 | $2,939-20.4% | $3,964-41.0% | $3,740-37.4% |
| Admin fee / account holder | $6,667 | $3,977+67.6% | $5,615+18.7% | $5,306+25.6% |