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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 | $79,985 | $59,456+34.5% | $93,669-14.6% | $74,429+7.5% |
| Participation rate | 41.5% | 59.6%-18.2pp | 68.7%-27.2pp | 67.2%-25.7pp |
| Annual return | 10.64% | 82.00%-71.4pp | 133.59%-122.9pp | 1368.38%-1357.7pp |
| Employer contribution / active EE | $1,347 | $1,266+6.4% | $2,424-44.4% | $2,625-48.7% |
| Participant deferral / active EE | $2,345 | $3,052-23.1% | $4,416-46.9% | $4,348-46.1% |
| Admin fee / account holder | $3,361 | $3,026+11.1% | $8,291-59.5% | $1,944+72.9% |