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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 | $100,950 | $23,330+332.7% | $64,489+56.5% | $82,448+22.4% |
| Participation rate | 21.6% | 68.3%-46.7pp | 67.7%-46.1pp | 68.1%-46.5pp |
| Annual return | 13.72% | 83.66%-69.9pp | 55.03%-41.3pp | 41.64%-27.9pp |
| Employer contribution / active EE | $601 | $824-27.1% | $1,523-60.5% | $2,551-76.4% |
| Participant deferral / active EE | $1,953 | $1,707+14.4% | $2,778-29.7% | $4,139-52.8% |
| Admin fee / account holder | $9,326 | $2,946+216.6% | $4,260+118.9% | $7,234+28.9% |