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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 | $99,059 | $29,716+233.4% | $56,077+76.6% | $80,925+22.4% |
| Participation rate | 53.3% | 41.7%+11.6pp | 52.5%+0.8pp | 67.7%-14.3pp |
| Annual return | 9.86% | 35.30%-25.4pp | 1709.28%-1699.4pp | 35.65%-25.8pp |
| Employer contribution / active EE | $2,890 | $671+330.7% | $1,040+177.8% | $2,756+4.9% |
| Participant deferral / active EE | $6,347 | $1,228+416.6% | $1,954+224.8% | $4,299+47.6% |
| Admin fee / account holder | $3,809 | $2,432+56.6% | $2,825+34.8% | $6,940-45.1% |