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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 | $88,921 | $55,437+60.4% | $155,534-42.8% | $74,459+19.4% |
| Participation rate | 43.6% | 61.9%-18.3pp | 78.2%-34.7pp | 67.2%-23.7pp |
| Annual return | 10.71% | 269.58%-258.9pp | 64.92%-54.2pp | 1369.70%-1359.0pp |
| Employer contribution / active EE | $919 | $2,266-59.5% | $4,675-80.3% | $2,626-65.0% |
| Participant deferral / active EE | $1,187 | $2,837-58.2% | $5,630-78.9% | $4,350-72.7% |
| Admin fee / account holder | $3,707 | $1,742+112.8% | $15,900-76.7% | $1,945+90.6% |