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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 | $107,218 | $101,653+5.5% | $147,080-27.1% | $74,459+44.0% |
| Participation rate | 46.9% | 75.6%-28.7pp | 82.2%-35.3pp | 67.2%-20.3pp |
| Annual return | 12.35% | 8754.98%-8742.6pp | 420.17%-407.8pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $1,407 | $3,813-63.1% | $4,933-71.5% | $2,626-46.4% |
| Participant deferral / active EE | $3,702 | $7,304-49.3% | $8,066-54.1% | $4,350-14.9% |
| Admin fee / account holder | $4,617 | $1,752+163.6% | $12,989-64.5% | $1,945+137.4% |