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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 | $90,014 | $73,107+23.1% | $114,563-21.4% | $87,485+2.9% |
| Participation rate | 43.5% | 65.8%-22.3pp | 72.9%-29.4pp | 68.9%-25.5pp |
| Annual return | 10.62% | 19.47%-8.9pp | 241.09%-230.5pp | 26.06%-15.4pp |
| Employer contribution / active EE | $520 | $1,881-72.3% | $2,592-79.9% | $2,596-80.0% |
| Participant deferral / active EE | $2,633 | $3,144-16.2% | $4,142-36.4% | $4,274-38.4% |
| Admin fee / account holder | $11,945 | $5,770+107.0% | $7,623+56.7% | $7,775+53.6% |