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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 | $29,736+239.2% | $56,033+80.0% | $80,935+24.6% |
| Participation rate | 46.7% | 41.7%+5.0pp | 52.5%-5.8pp | 67.7%-21.0pp |
| Annual return | 9.64% | 35.28%-25.6pp | 1711.38%-1701.7pp | 35.66%-26.0pp |
| Employer contribution / active EE | $1,390 | $671+107.0% | $1,041+33.5% | $2,757-49.6% |
| Participant deferral / active EE | $4,329 | $1,228+252.5% | $1,954+121.6% | $4,299+0.7% |
| Admin fee / account holder | $3,599 | $2,434+47.9% | $2,827+27.3% | $6,924-48.0% |