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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 | $112,331 | $78,636+42.8% | $105,607+6.4% | $74,459+50.9% |
| Participation rate | 34.2% | 72.8%-38.6pp | 75.3%-41.1pp | 67.2%-33.1pp |
| Annual return | 10.96% | 15.96%-5.0pp | 116.11%-105.1pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $1,238 | $2,523-50.9% | $3,167-60.9% | $2,626-52.9% |
| Participant deferral / active EE | $2,762 | $4,322-36.1% | $5,011-44.9% | $4,350-36.5% |
| Admin fee / account holder | $938 | $2,220-57.7% | $10,958-91.4% | $1,945-51.8% |