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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 | $111,892 | $88,186+26.9% | $165,071-32.2% | $74,459+50.3% |
| Participation rate | 55.6% | 73.1%-17.6pp | 78.6%-23.1pp | 67.2%-11.7pp |
| Annual return | 10.55% | 17.13%-6.6pp | 70.17%-59.6pp | 1369.70%-1359.2pp |
| Employer contribution / active EE | $1,006 | $2,600-61.3% | $4,347-76.8% | $2,626-61.7% |
| Participant deferral / active EE | $3,459 | $4,505-23.2% | $6,035-42.7% | $4,350-20.5% |
| Admin fee / account holder | $11,404 | $2,234+410.5% | $12,695-10.2% | $1,945+486.4% |