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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 | $29,716+239.5% | $56,077+79.9% | $80,925+24.7% |
| Participation rate | 46.7% | 41.7%+5.0pp | 52.5%-5.8pp | 67.7%-21.0pp |
| Annual return | 9.64% | 35.30%-25.7pp | 1709.28%-1699.6pp | 35.65%-26.0pp |
| Employer contribution / active EE | $1,390 | $671+107.1% | $1,040+33.6% | $2,756-49.6% |
| Participant deferral / active EE | $4,329 | $1,228+252.4% | $1,954+121.6% | $4,299+0.7% |
| Admin fee / account holder | $3,599 | $2,432+48.0% | $2,825+27.4% | $6,940-48.1% |