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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 | $108,934 | $48,570+124.3% | $130,660-16.6% | $72,976+49.3% |
| Participation rate | 57.8% | 58.6%-0.8pp | 71.7%-14.0pp | 69.5%-11.7pp |
| Annual return | 14.25% | 38.63%-24.4pp | 1709.29%-1695.0pp | 81.02%-66.8pp |
| Employer contribution / active EE | $1,632 | $1,334+22.3% | $4,092-60.1% | $2,440-33.1% |
| Participant deferral / active EE | $3,031 | $2,384+27.2% | $3,603-15.9% | $3,608-16.0% |
| Admin fee / account holder | $13,770 | $3,549+288.0% | $5,463+152.1% | $5,124+168.7% |