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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 | $84,342 | $77,901+8.3% | $149,717-43.7% | $75,181+12.2% |
| Participation rate | 13.9% | 65.6%-51.7pp | 78.8%-64.9pp | 67.2%-53.3pp |
| Annual return | 4.02% | 31.73%-27.7pp | 134.41%-130.4pp | 160.69%-156.7pp |
| Employer contribution / active EE | $477 | $3,137-84.8% | $4,820-90.1% | $2,671-82.1% |
| Participant deferral / active EE | $1,602 | $3,411-53.0% | $5,682-71.8% | $4,126-61.2% |
| Admin fee / account holder | $28,571 | $5,949+380.3% | $13,213+116.2% | $5,650+405.7% |