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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 | $90,473 | $59,448+52.2% | $93,696-3.4% | $74,459+21.5% |
| Participation rate | 38.9% | 59.6%-20.7pp | 68.7%-29.8pp | 67.2%-28.3pp |
| Annual return | 10.60% | 82.11%-71.5pp | 133.74%-123.1pp | 1369.70%-1359.1pp |
| Employer contribution / active EE | $861 | $1,266-32.0% | $2,422-64.4% | $2,626-67.2% |
| Participant deferral / active EE | $2,010 | $3,052-34.1% | $4,417-54.5% | $4,350-53.8% |
| Admin fee / account holder | $23,235 | $3,027+667.5% | $8,287+180.4% | $1,945+1094.7% |