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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 | $99,684 | $22,602+341.0% | $65,583+52.0% | $75,177+32.6% |
| Participation rate | 44.2% | 63.1%-18.8pp | 65.0%-20.7pp | 67.2%-23.0pp |
| Annual return | 13.36% | 71.13%-57.8pp | 47.46%-34.1pp | 160.75%-147.4pp |
| Employer contribution / active EE | $608 | $941-35.4% | $1,692-64.1% | $2,671-77.2% |
| Participant deferral / active EE | $1,679 | $1,695-0.9% | $2,833-40.7% | $4,126-59.3% |
| Admin fee / account holder | $1,431 | $1,877-23.8% | $4,112-65.2% | $5,651-74.7% |