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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 | $105,434 | $29,736+254.6% | $56,033+88.2% | $80,935+30.3% |
| Participation rate | 46.9% | 41.7%+5.2pp | 52.5%-5.6pp | 67.7%-20.8pp |
| Annual return | 9.22% | 35.28%-26.1pp | 1711.38%-1702.2pp | 35.66%-26.4pp |
| Employer contribution / active EE | $944 | $671+40.5% | $1,041-9.3% | $2,757-65.8% |
| Participant deferral / active EE | $1,562 | $1,228+27.2% | $1,954-20.1% | $4,299-63.7% |
| Admin fee / account holder | $9,774 | $2,434+301.6% | $2,827+245.7% | $6,924+41.2% |