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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 | $95,678 | $78,607+21.7% | $105,624-9.4% | $74,478+28.5% |
| Participation rate | 68.2% | 72.8%-4.6pp | 75.3%-7.0pp | 67.2%+1.0pp |
| Annual return | 10.04% | 15.96%-5.9pp | 116.20%-106.2pp | 1370.56%-1360.5pp |
| Employer contribution / active EE | $1,171 | $2,523-53.6% | $3,168-63.0% | $2,626-55.4% |
| Participant deferral / active EE | $3,806 | $4,325-12.0% | $5,013-24.1% | $4,350-12.5% |
| Admin fee / account holder | $8,322 | $2,220+274.9% | $10,961-24.1% | $1,946+327.7% |