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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 | $63,703+41.3% | $93,063-3.3% | $82,448+9.2% |
| Participation rate | 43.5% | 63.8%-20.4pp | 72.1%-28.6pp | 68.1%-24.6pp |
| Annual return | 10.62% | -775.43%+786.0pp | 34.15%-23.5pp | 41.64%-31.0pp |
| Employer contribution / active EE | $520 | $1,729-69.9% | $2,476-79.0% | $2,551-79.6% |
| Participant deferral / active EE | $2,633 | $2,919-9.8% | $3,958-33.5% | $4,139-36.4% |
| Admin fee / account holder | $11,945 | $5,982+99.7% | $6,033+98.0% | $7,234+65.1% |