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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 | $114,651 | $48,011+138.8% | $63,803+79.7% | $82,637+38.7% |
| Participation rate | 50.8% | 66.6%-15.8pp | 72.7%-21.9pp | 68.1%-17.3pp |
| Annual return | 10.92% | 19.84%-8.9pp | 543.72%-532.8pp | 53.51%-42.6pp |
| Employer contribution / active EE | $1,581 | $1,904-17.0% | $2,532-37.6% | $2,552-38.1% |
| Participant deferral / active EE | $2,901 | $2,846+1.9% | $3,843-24.5% | $4,126-29.7% |
| Admin fee / account holder | $7,460 | $3,873+92.6% | $5,196+43.6% | $7,339+1.7% |