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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 | $90,358 | $51,631+75.0% | $129,397-30.2% | $80,925+11.7% |
| Participation rate | 51.1% | 56.9%-5.8pp | 69.6%-18.5pp | 67.7%-16.5pp |
| Annual return | 7.39% | 20.77%-13.4pp | 9453.98%-9446.6pp | 35.65%-28.3pp |
| Employer contribution / active EE | $3,030 | $1,583+91.4% | $4,154-27.1% | $2,756+9.9% |
| Participant deferral / active EE | $2,371 | $2,670-11.2% | $4,167-43.1% | $4,299-44.8% |
| Admin fee / account holder | $78,719 | $4,309+1726.9% | $7,679+925.1% | $6,940+1034.3% |