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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 | $103,669 | $56,431+83.7% | $130,788-20.7% | $87,485+18.5% |
| Participation rate | 33.3% | 58.9%-25.6pp | 70.1%-36.8pp | 68.9%-35.6pp |
| Annual return | 10.51% | 91.27%-80.8pp | 386.44%-375.9pp | 26.06%-15.5pp |
| Employer contribution / active EE | $1,417 | $1,549-8.5% | $3,558-60.2% | $2,596-45.4% |
| Participant deferral / active EE | $2,575 | $2,749-6.3% | $4,137-37.8% | $4,274-39.7% |
| Admin fee / account holder | $35,030 | $4,433+690.2% | $6,673+425.0% | $7,775+350.6% |