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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 | $92,227 | $78,529+17.4% | $105,591-12.7% | $74,400+24.0% |
| Participation rate | 38.5% | 72.8%-34.3pp | 75.3%-36.7pp | 67.2%-28.7pp |
| Annual return | 8.69% | 15.94%-7.3pp | 116.43%-107.7pp | 1367.51%-1358.8pp |
| Employer contribution / active EE | $1,250 | $2,522-50.4% | $3,166-60.5% | $2,624-52.4% |
| Participant deferral / active EE | $4,247 | $4,321-1.7% | $5,008-15.2% | $4,348-2.3% |
| Admin fee / account holder | $34,628 | $2,216+1463.0% | $11,024+214.1% | $1,944+1681.7% |