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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 | $107,431 | $62,409+72.1% | $120,574-10.9% | $74,459+44.3% |
| Participation rate | 59.5% | 56.8%+2.8pp | 71.9%-12.4pp | 67.2%-7.7pp |
| Annual return | 9.08% | 18.62%-9.5pp | 107.42%-98.3pp | 1369.70%-1360.6pp |
| Employer contribution / active EE | $1,340 | $1,847-27.4% | $3,471-61.4% | $2,626-49.0% |
| Participant deferral / active EE | $2,764 | $2,888-4.3% | $4,996-44.7% | $4,350-36.5% |
| Admin fee / account holder | $8,014 | $2,394+234.8% | $9,445-15.2% | $1,945+312.1% |