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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 | $97,294 | $58,714+65.7% | $142,874-31.9% | $85,856+13.3% |
| Participation rate | 43.5% | 58.5%-15.0pp | 72.0%-28.5pp | 69.3%-25.8pp |
| Annual return | 11.53% | 27.73%-16.2pp | 5638.58%-5627.1pp | 318.58%-307.1pp |
| Employer contribution / active EE | $1,098 | $1,423-22.9% | $4,145-73.5% | $2,565-57.2% |
| Participant deferral / active EE | $1,351 | $2,608-48.2% | $3,838-64.8% | $3,952-65.8% |
| Admin fee / account holder | $6,345 | $4,241+49.6% | $6,561-3.3% | $6,261+1.4% |