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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 | $98,983 | $56,431+75.4% | $130,788-24.3% | $87,485+13.1% |
| Participation rate | 41.9% | 58.9%-17.0pp | 70.1%-28.2pp | 68.9%-27.0pp |
| Annual return | 7.10% | 91.27%-84.2pp | 386.44%-379.3pp | 26.06%-19.0pp |
| Employer contribution / active EE | $953 | $1,549-38.5% | $3,558-73.2% | $2,596-63.3% |
| Participant deferral / active EE | $2,500 | $2,749-9.1% | $4,137-39.6% | $4,274-41.5% |
| Admin fee / account holder | $2,691 | $4,433-39.3% | $6,673-59.7% | $7,775-65.4% |