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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 | $78,529+43.0% | $105,591+6.4% | $74,400+51.0% |
| Participation rate | 34.2% | 72.8%-38.6pp | 75.3%-41.1pp | 67.2%-33.0pp |
| Annual return | 10.96% | 15.94%-5.0pp | 116.43%-105.5pp | 1367.51%-1356.6pp |
| Employer contribution / active EE | $1,238 | $2,522-50.9% | $3,166-60.9% | $2,624-52.8% |
| Participant deferral / active EE | $2,762 | $4,321-36.1% | $5,008-44.8% | $4,348-36.5% |
| Admin fee / account holder | $938 | $2,216-57.7% | $11,024-91.5% | $1,944-51.7% |