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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 | $86,347 | $51,638+67.2% | $68,368+26.3% | $82,448+4.7% |
| Participation rate | 46.3% | 63.6%-17.3pp | 73.8%-27.4pp | 68.1%-21.7pp |
| Annual return | 11.39% | 37.53%-26.1pp | 292.57%-281.2pp | 41.64%-30.3pp |
| Employer contribution / active EE | $286 | $2,047-86.0% | $2,649-89.2% | $2,551-88.8% |
| Participant deferral / active EE | $1,653 | $2,914-43.3% | $4,123-59.9% | $4,139-60.1% |
| Admin fee / account holder | $26,318 | $4,643+466.8% | $5,150+411.1% | $7,234+263.8% |