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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 | $78,529+27.6% | $105,591-5.1% | $74,400+34.7% |
| Participation rate | 55.0% | 72.8%-17.8pp | 75.3%-20.3pp | 67.2%-12.2pp |
| Annual return | 9.03% | 15.94%-6.9pp | 116.43%-107.4pp | 1367.51%-1358.5pp |
| Employer contribution / active EE | $1,803 | $2,522-28.5% | $3,166-43.1% | $2,624-31.3% |
| Participant deferral / active EE | $2,701 | $4,321-37.5% | $5,008-46.1% | $4,348-37.9% |
| Admin fee / account holder | $5,502 | $2,216+148.4% | $11,024-50.1% | $1,944+183.1% |