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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 | $87,528 | $59,448+47.2% | $93,696-6.6% | $74,459+17.6% |
| Participation rate | 44.4% | 59.6%-15.2pp | 68.7%-24.3pp | 67.2%-22.8pp |
| Annual return | 8.51% | 82.11%-73.6pp | 133.74%-125.2pp | 1369.70%-1361.2pp |
| Employer contribution / active EE | $900 | $1,266-28.9% | $2,422-62.8% | $2,626-65.7% |
| Participant deferral / active EE | $2,717 | $3,052-11.0% | $4,417-38.5% | $4,350-37.5% |
| Admin fee / account holder | $5,141 | $3,027+69.8% | $8,287-38.0% | $1,945+164.3% |