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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 | $98,706 | $58,311+69.3% | $81,882+20.5% | $80,959+21.9% |
| Participation rate | 30.2% | 63.5%-33.3pp | 72.4%-42.2pp | 67.7%-37.5pp |
| Annual return | 9.58% | 41.85%-32.3pp | 779.47%-769.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $694 | $2,347-70.4% | $2,916-76.2% | $2,757-74.8% |
| Participant deferral / active EE | $1,981 | $3,287-39.7% | $4,323-54.2% | $4,300-53.9% |
| Admin fee / account holder | $1,465 | $4,752-69.2% | $7,360-80.1% | $6,925-78.9% |