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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 | $87,761 | $54,729+60.4% | $86,235+1.8% | $71,529+22.7% |
| Participation rate | 22.0% | 60.1%-38.1pp | 69.0%-47.0pp | 67.9%-46.0pp |
| Annual return | 13.77% | 20.07%-6.3pp | 1170.03%-1156.3pp | 28.97%-15.2pp |
| Employer contribution / active EE | $495 | $1,267-60.9% | $2,381-79.2% | $2,590-80.9% |
| Participant deferral / active EE | $1,732 | $3,110-44.3% | $3,987-56.6% | $4,291-59.6% |
| Admin fee / account holder | $4,940 | $1,921+157.1% | $6,856-27.9% | $1,588+211.0% |