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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 | $29,667+240.0% | $56,441+78.7% | $80,874+24.7% |
| Participation rate | 46.7% | 41.7%+5.0pp | 52.5%-5.8pp | 67.6%-21.0pp |
| Annual return | 9.64% | 35.22%-25.6pp | 1704.21%-1694.6pp | 35.62%-26.0pp |
| Employer contribution / active EE | $1,390 | $669+107.6% | $1,039+33.8% | $2,756-49.6% |
| Participant deferral / active EE | $4,329 | $1,227+253.0% | $1,953+121.7% | $4,297+0.8% |
| Admin fee / account holder | $3,599 | $2,429+48.1% | $2,829+27.2% | $6,935-48.1% |