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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 | $99,203 | $51,638+92.1% | $129,406-23.3% | $80,959+22.5% |
| Participation rate | 58.2% | 56.9%+1.3pp | 69.6%-11.4pp | 67.7%-9.5pp |
| Annual return | 11.12% | 20.78%-9.7pp | 9468.18%-9457.1pp | 35.67%-24.5pp |
| Employer contribution / active EE | $2,078 | $1,584+31.2% | $4,155-50.0% | $2,757-24.6% |
| Participant deferral / active EE | $3,990 | $2,670+49.4% | $4,167-4.3% | $4,300-7.2% |
| Admin fee / account holder | $26,265 | $4,313+509.0% | $7,689+241.6% | $6,925+279.3% |