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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 | $30,437+170.9% | $56,033+47.1% | $74,459+10.7% |
| Participation rate | 67.0% | 32.9%+34.1pp | 52.5%+14.5pp | 67.2%-0.3pp |
| Annual return | 8.80% | 24.96%-16.2pp | 1711.38%-1702.6pp | 1369.70%-1360.9pp |
| Employer contribution / active EE | $2,165 | $610+254.9% | $1,041+108.0% | $2,626-17.6% |
| Participant deferral / active EE | $3,753 | $1,176+219.2% | $1,954+92.1% | $4,350-13.7% |
| Admin fee / account holder | $7,261 | $2,363+207.2% | $2,827+156.8% | $1,945+273.3% |