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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 | $79,417 | $53,128+49.5% | $86,582-8.3% | $70,126+13.2% |
| Participation rate | 36.4% | 65.3%-28.9pp | 73.5%-37.2pp | 69.5%-33.2pp |
| Annual return | 7.41% | 27.66%-20.2pp | 965.08%-957.7pp | 73.15%-65.7pp |
| Employer contribution / active EE | $1,071 | $2,068-48.2% | $2,839-62.3% | $2,343-54.3% |
| Participant deferral / active EE | $1,977 | $2,695-26.7% | $3,609-45.2% | $3,332-40.7% |
| Admin fee / account holder | $11,752 | $3,584+227.9% | $4,904+139.6% | $4,645+153.0% |