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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 | $91,222 | $29,319+211.1% | $52,425+74.0% | $82,448+10.6% |
| Participation rate | 26.2% | 46.9%-20.6pp | 55.6%-29.4pp | 68.1%-41.8pp |
| Annual return | 11.73% | 535.20%-523.5pp | 302.12%-290.4pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,044 | $586+78.1% | $914+14.2% | $2,551-59.1% |
| Participant deferral / active EE | $2,467 | $1,171+110.6% | $1,790+37.8% | $4,139-40.4% |
| Admin fee / account holder | $15,566 | $1,962+693.3% | $2,495+523.9% | $7,234+115.2% |