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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 | $119,002 | $70,430+69.0% | $96,572+23.2% | $85,851+38.6% |
| Participation rate | 65.8% | 61.8%+4.0pp | 69.8%-4.0pp | 69.3%-3.5pp |
| Annual return | 8.30% | 18.58%-10.3pp | 37.79%-29.5pp | 318.63%-310.3pp |
| Employer contribution / active EE | $589 | $1,413-58.3% | $2,357-75.0% | $2,565-77.1% |
| Participant deferral / active EE | $1,320 | $2,894-54.4% | $3,850-65.7% | $3,952-66.6% |
| Admin fee / account holder | $17,197 | $4,996+244.2% | $6,183+178.1% | $6,261+174.7% |