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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 | $81,607 | $52,450+55.6% | $129,384-36.9% | $74,459+9.6% |
| Participation rate | 43.4% | 53.8%-10.5pp | 69.6%-26.2pp | 67.2%-23.8pp |
| Annual return | 11.47% | 15.65%-4.2pp | 9461.77%-9450.3pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $708 | $1,532-53.8% | $4,153-82.9% | $2,626-73.0% |
| Participant deferral / active EE | $3,145 | $2,797+12.4% | $4,166-24.5% | $4,350-27.7% |
| Admin fee / account holder | $1,429 | $2,636-45.8% | $7,686-81.4% | $1,945-26.5% |