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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 | $112,503 | $47,479+137.0% | $62,929+78.8% | $82,448+36.5% |
| Participation rate | 43.2% | 66.9%-23.6pp | 73.1%-29.9pp | 68.1%-24.8pp |
| Annual return | 9.06% | 20.34%-11.3pp | 1063.93%-1054.9pp | 41.64%-32.6pp |
| Employer contribution / active EE | $1,792 | $1,885-5.0% | $2,505-28.5% | $2,551-29.8% |
| Participant deferral / active EE | $4,028 | $2,870+40.3% | $3,888+3.6% | $4,139-2.7% |
| Admin fee / account holder | $6,688 | $3,804+75.8% | $5,065+32.1% | $7,234-7.6% |