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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 | $112,508 | $58,726+91.6% | $142,898-21.3% | $85,851+31.1% |
| Participation rate | 40.4% | 58.5%-18.1pp | 72.0%-31.5pp | 69.3%-28.9pp |
| Annual return | 11.38% | 27.73%-16.4pp | 5639.64%-5628.3pp | 318.63%-307.3pp |
| Employer contribution / active EE | $1,348 | $1,424-5.3% | $4,146-67.5% | $2,565-47.5% |
| Participant deferral / active EE | $2,599 | $2,609-0.4% | $3,838-32.3% | $3,952-34.3% |
| Admin fee / account holder | $6,845 | $4,234+61.7% | $6,560+4.3% | $6,261+9.3% |