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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 | $124,995 | $61,125+104.5% | $94,057+32.9% | $87,485+42.9% |
| Participation rate | 44.1% | 64.1%-20.0pp | 73.3%-29.3pp | 68.9%-24.9pp |
| Annual return | 11.98% | 35.20%-23.2pp | 480.62%-468.6pp | 26.06%-14.1pp |
| Employer contribution / active EE | $737 | $2,136-65.5% | $2,933-74.9% | $2,596-71.6% |
| Participant deferral / active EE | $2,273 | $3,260-30.3% | $4,709-51.7% | $4,274-46.8% |
| Admin fee / account holder | $29,087 | $5,629+416.8% | $7,244+301.5% | $7,775+274.1% |