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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 | $99,896 | $29,736+235.9% | $56,033+78.3% | $80,935+23.4% |
| Participation rate | 31.9% | 41.7%-9.8pp | 52.5%-20.6pp | 67.7%-35.8pp |
| Annual return | 9.97% | 35.28%-25.3pp | 1711.38%-1701.4pp | 35.66%-25.7pp |
| Employer contribution / active EE | $834 | $671+24.2% | $1,041-19.9% | $2,757-69.8% |
| Participant deferral / active EE | $2,861 | $1,228+132.9% | $1,954+46.4% | $4,299-33.5% |
| Admin fee / account holder | $4,628 | $2,434+90.2% | $2,827+63.7% | $6,924-33.2% |