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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 | $100,876 | $29,733+239.3% | $56,025+80.1% | $80,959+24.6% |
| Participation rate | 46.7% | 41.7%+4.9pp | 52.5%-5.8pp | 67.7%-21.0pp |
| Annual return | 9.64% | 35.28%-25.6pp | 1712.69%-1703.0pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,390 | $672+106.9% | $1,042+33.4% | $2,757-49.6% |
| Participant deferral / active EE | $4,329 | $1,229+252.1% | $1,955+121.5% | $4,300+0.7% |
| Admin fee / account holder | $3,599 | $2,434+47.9% | $2,828+27.2% | $6,925-48.0% |