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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 | $104,988 | $114,073-8.0% | $96,161+9.2% | $167,518-37.3% |
| Participation rate | 41.2% | 75.1%-33.9pp | 68.4%-27.3pp | 82.1%-40.9pp |
| Annual return | 5.11% | 189.95%-184.8pp | 192.01%-186.9pp | 478.71%-473.6pp |
| Employer contribution / active EE | $898 | $3,428-73.8% | $2,798-67.9% | $4,838-81.4% |
| Participant deferral / active EE | $2,296 | $5,195-55.8% | $4,349-47.2% | $6,342-63.8% |
| Admin fee / account holder | $5,023 | $6,899-27.2% | $5,538-9.3% | $12,312-59.2% |