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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 | $78,562+21.8% | $105,608-9.4% | $74,429+28.5% |
| Participation rate | 68.2% | 72.8%-4.6pp | 75.3%-7.1pp | 67.2%+1.0pp |
| Annual return | 10.04% | 15.94%-5.9pp | 116.50%-106.5pp | 1368.38%-1358.3pp |
| Employer contribution / active EE | $1,171 | $2,521-53.6% | $3,167-63.0% | $2,625-55.4% |
| Participant deferral / active EE | $3,806 | $4,321-11.9% | $5,010-24.0% | $4,348-12.5% |
| Admin fee / account holder | $8,322 | $2,217+275.4% | $11,028-24.5% | $1,944+328.0% |