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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 | $108,807 | $88,203+23.4% | $165,100-34.1% | $74,478+46.1% |
| Participation rate | 69.7% | 73.1%-3.4pp | 78.6%-8.9pp | 67.2%+2.5pp |
| Annual return | 11.13% | 17.13%-6.0pp | 70.21%-59.1pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $1,574 | $2,601-39.5% | $4,348-63.8% | $2,626-40.1% |
| Participant deferral / active EE | $4,456 | $4,505-1.1% | $6,035-26.2% | $4,350+2.4% |
| Admin fee / account holder | $10,047 | $2,235+349.5% | $12,696-20.9% | $1,946+416.3% |