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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 | $29,716+236.2% | $56,077+78.1% | $80,925+23.4% |
| Participation rate | 31.9% | 41.7%-9.8pp | 52.5%-20.6pp | 67.7%-35.8pp |
| Annual return | 9.97% | 35.30%-25.3pp | 1709.28%-1699.3pp | 35.65%-25.7pp |
| Employer contribution / active EE | $834 | $671+24.3% | $1,040-19.9% | $2,756-69.7% |
| Participant deferral / active EE | $2,861 | $1,228+132.9% | $1,954+46.4% | $4,299-33.4% |
| Admin fee / account holder | $4,628 | $2,432+90.3% | $2,825+63.8% | $6,940-33.3% |