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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 | $99,474 | $55,472+79.3% | $155,567-36.1% | $74,546+33.4% |
| Participation rate | 38.5% | 61.9%-23.4pp | 78.2%-39.7pp | 67.2%-28.7pp |
| Annual return | 10.83% | 268.72%-257.9pp | 64.74%-53.9pp | 1366.03%-1355.2pp |
| Employer contribution / active EE | $1,423 | $2,269-37.3% | $4,674-69.5% | $2,624-45.8% |
| Participant deferral / active EE | $3,919 | $2,838+38.1% | $5,628-30.4% | $4,347-9.9% |
| Admin fee / account holder | $28,478 | $1,743+1534.2% | $15,916+78.9% | $1,944+1365.3% |