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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 | $98,426 | $51,638+90.6% | $129,406-23.9% | $80,959+21.6% |
| Participation rate | 41.7% | 56.9%-15.3pp | 69.6%-28.0pp | 67.7%-26.0pp |
| Annual return | 9.13% | 20.78%-11.7pp | 9468.18%-9459.1pp | 35.67%-26.5pp |
| Employer contribution / active EE | $1,100 | $1,584-30.5% | $4,155-73.5% | $2,757-60.1% |
| Participant deferral / active EE | $3,433 | $2,670+28.6% | $4,167-17.6% | $4,300-20.2% |
| Admin fee / account holder | $12,246 | $4,313+183.9% | $7,689+59.3% | $6,925+76.8% |