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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 | $91,078 | $29,736+206.3% | $56,033+62.5% | $80,935+12.5% |
| Participation rate | 28.3% | 41.7%-13.4pp | 52.5%-24.2pp | 67.7%-39.4pp |
| Annual return | 8.53% | 35.28%-26.7pp | 1711.38%-1702.8pp | 35.66%-27.1pp |
| Employer contribution / active EE | $1,312 | $671+95.5% | $1,041+26.1% | $2,757-52.4% |
| Participant deferral / active EE | $3,583 | $1,228+191.7% | $1,954+83.4% | $4,299-16.7% |
| Admin fee / account holder | $1,219 | $2,434-49.9% | $2,827-56.9% | $6,924-82.4% |