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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 | $98,746 | $49,897+97.9% | $80,648+22.4% | $75,177+31.4% |
| Participation rate | 55.2% | 55.3%-0.2pp | 67.0%-11.8pp | 67.2%-12.0pp |
| Annual return | 4.07% | 34.68%-30.6pp | 937.21%-933.1pp | 160.75%-156.7pp |
| Employer contribution / active EE | $1,306 | $1,699-23.2% | $2,724-52.1% | $2,671-51.1% |
| Participant deferral / active EE | $2,439 | $2,992-18.5% | $4,443-45.1% | $4,126-40.9% |
| Admin fee / account holder | $3,789 | $3,579+5.9% | $5,382-29.6% | $5,651-32.9% |