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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 | $86,210 | $62,409+38.1% | $120,574-28.5% | $74,459+15.8% |
| Participation rate | 58.6% | 56.8%+1.8pp | 71.9%-13.4pp | 67.2%-8.7pp |
| Annual return | 10.39% | 18.62%-8.2pp | 107.42%-97.0pp | 1369.70%-1359.3pp |
| Employer contribution / active EE | $2,362 | $1,847+27.9% | $3,471-31.9% | $2,626-10.1% |
| Participant deferral / active EE | $3,061 | $2,888+6.0% | $4,996-38.7% | $4,350-29.6% |
| Admin fee / account holder | $10,218 | $2,394+326.9% | $9,445+8.2% | $1,945+425.4% |