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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 | $98,026 | $79,223+23.7% | $102,460-4.3% | $74,478+31.6% |
| Participation rate | 52.8% | 74.8%-22.0pp | 76.5%-23.8pp | 67.2%-14.5pp |
| Annual return | 9.78% | 54.98%-45.2pp | 29.47%-19.7pp | 1370.56%-1360.8pp |
| Employer contribution / active EE | $1,859 | $2,363-21.4% | $3,025-38.6% | $2,626-29.2% |
| Participant deferral / active EE | $2,365 | $4,417-46.5% | $5,056-53.2% | $4,350-45.6% |
| Admin fee / account holder | $20,504 | $2,003+923.6% | $9,460+116.7% | $1,946+953.8% |