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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 | $100,222 | $78,636+27.5% | $105,607-5.1% | $74,459+34.6% |
| Participation rate | 55.0% | 72.8%-17.8pp | 75.3%-20.3pp | 67.2%-12.2pp |
| Annual return | 9.03% | 15.96%-6.9pp | 116.11%-107.1pp | 1369.70%-1360.7pp |
| Employer contribution / active EE | $1,803 | $2,523-28.6% | $3,167-43.1% | $2,626-31.4% |
| Participant deferral / active EE | $2,701 | $4,322-37.5% | $5,011-46.1% | $4,350-37.9% |
| Admin fee / account holder | $5,502 | $2,220+147.8% | $10,958-49.8% | $1,945+182.9% |