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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 | $85,785 | $29,736+188.5% | $56,033+53.1% | $80,935+6.0% |
| Participation rate | 42.9% | 41.7%+1.2pp | 52.5%-9.6pp | 67.7%-24.8pp |
| Annual return | 10.17% | 35.28%-25.1pp | 1711.38%-1701.2pp | 35.66%-25.5pp |
| Employer contribution / active EE | $1,153 | $671+71.7% | $1,041+10.8% | $2,757-58.2% |
| Participant deferral / active EE | $1,964 | $1,228+59.9% | $1,954+0.5% | $4,299-54.3% |
| Admin fee / account holder | $5,821 | $2,434+139.2% | $2,827+105.9% | $6,924-15.9% |