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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 | $82,450 | $34,932+136.0% | $56,441+46.1% | $74,546+10.6% |
| Participation rate | 67.0% | 32.9%+34.1pp | 52.5%+14.5pp | 67.2%-0.2pp |
| Annual return | 8.80% | 24.90%-16.1pp | 1704.21%-1695.4pp | 1366.03%-1357.2pp |
| Employer contribution / active EE | $2,165 | $608+255.8% | $1,039+108.3% | $2,624-17.5% |
| Participant deferral / active EE | $3,753 | $1,173+220.0% | $1,953+92.2% | $4,347-13.7% |
| Admin fee / account holder | $7,261 | $2,359+207.7% | $2,829+156.6% | $1,944+273.6% |