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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 | $51,184+119.8% | $66,439+69.3% | $86,983+29.3% |
| Participation rate | 43.2% | 68.5%-25.2pp | 74.5%-31.3pp | 69.5%-26.3pp |
| Annual return | 9.06% | 17.07%-8.0pp | 757.66%-748.6pp | 25.83%-16.8pp |
| Employer contribution / active EE | $1,792 | $2,023-11.4% | $2,637-32.1% | $2,584-30.7% |
| Participant deferral / active EE | $4,028 | $2,927+37.6% | $3,876+3.9% | $4,194-3.9% |
| Admin fee / account holder | $6,688 | $4,154+61.0% | $6,173+8.3% | $7,856-14.9% |