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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 | $103,922 | $80,763+28.7% | $102,412+1.5% | $74,459+39.6% |
| Participation rate | 51.0% | 65.7%-14.6pp | 74.5%-23.5pp | 67.2%-16.2pp |
| Annual return | 10.99% | 27.57%-16.6pp | 24.94%-13.9pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $977 | $3,160-69.1% | $3,870-74.8% | $2,626-62.8% |
| Participant deferral / active EE | $4,349 | $3,862+12.6% | $5,060-14.1% | $4,3500% |
| Admin fee / account holder | $16,638 | $2,371+601.6% | $8,388+98.4% | $1,945+755.5% |