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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 | $83,883 | $28,624+193.1% | $53,647+56.4% | $82,637+1.5% |
| Participation rate | 46.7% | 47.3%-0.6pp | 56.3%-9.6pp | 68.1%-21.4pp |
| Annual return | 14.24% | 664.98%-650.7pp | 358.33%-344.1pp | 53.51%-39.3pp |
| Employer contribution / active EE | $1,187 | $637+86.4% | $962+23.4% | $2,552-53.5% |
| Participant deferral / active EE | $3,845 | $1,196+221.4% | $1,813+112.1% | $4,126-6.8% |
| Admin fee / account holder | $2,167 | $2,022+7.2% | $2,460-11.9% | $7,339-70.5% |