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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 | $112,557 | $80,812+39.3% | $160,784-30.0% | $82,448+36.5% |
| Participation rate | 42.9% | 66.2%-23.4pp | 77.0%-34.1pp | 68.1%-25.2pp |
| Annual return | 4.60% | 100.59%-96.0pp | 1803.92%-1799.3pp | 41.64%-37.0pp |
| Employer contribution / active EE | $968 | $2,174-55.5% | $3,733-74.1% | $2,551-62.1% |
| Participant deferral / active EE | $1,936 | $4,335-55.3% | $6,293-69.2% | $4,139-53.2% |
| Admin fee / account holder | $2,259 | $7,695-70.6% | $9,717-76.8% | $7,234-68.8% |