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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 | $83,881 | $65,555+28.0% | $86,216-2.7% | $75,173+11.6% |
| Participation rate | 40.0% | 60.5%-20.5pp | 69.0%-29.0pp | 67.2%-27.2pp |
| Annual return | 10.20% | 46.07%-35.9pp | 1169.42%-1159.2pp | 160.72%-150.5pp |
| Employer contribution / active EE | $890 | $1,553-42.7% | $2,382-62.6% | $2,671-66.7% |
| Participant deferral / active EE | $2,298 | $3,023-24.0% | $3,986-42.3% | $4,126-44.3% |
| Admin fee / account holder | $2,189 | $5,469-60.0% | $6,853-68.1% | $5,651-61.3% |