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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 | $52,353+89.1% | $120,225-17.7% | $82,448+20.1% |
| Participation rate | 41.9% | 58.3%-16.4pp | 69.6%-27.6pp | 68.1%-26.1pp |
| Annual return | 7.10% | 61.85%-54.7pp | 439.23%-432.1pp | 41.64%-34.5pp |
| Employer contribution / active EE | $953 | $1,510-36.9% | $3,475-72.6% | $2,551-62.6% |
| Participant deferral / active EE | $2,500 | $2,627-4.8% | $3,999-37.5% | $4,139-39.6% |
| Admin fee / account holder | $2,691 | $4,363-38.3% | $5,696-52.8% | $7,234-62.8% |