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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 | $92,666 | $39,028+137.4% | $80,741+14.8% | $85,856+7.9% |
| Participation rate | 54.2% | 41.6%+12.6pp | 54.2%0pp | 69.3%-15.2pp |
| Annual return | 10.31% | 26.31%-16.0pp | 87.30%-77.0pp | 318.58%-308.3pp |
| Employer contribution / active EE | $1,428 | $722+97.7% | $1,160+23.1% | $2,565-44.3% |
| Participant deferral / active EE | $4,369 | $1,326+229.5% | $2,145+103.7% | $3,952+10.6% |
| Admin fee / account holder | $4,915 | $2,429+102.3% | $3,380+45.4% | $6,261-21.5% |