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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 | $98,402 | $70,684+39.2% | $169,390-41.9% | $75,173+30.9% |
| Participation rate | 30.0% | 64.8%-34.8pp | 77.2%-47.2pp | 67.2%-37.2pp |
| Annual return | 9.35% | 36.38%-27.0pp | 406.07%-396.7pp | 160.72%-151.4pp |
| Employer contribution / active EE | $1,002 | $2,211-54.7% | $4,013-75.0% | $2,671-62.5% |
| Participant deferral / active EE | $3,352 | $4,310-22.2% | $6,222-46.1% | $4,126-18.8% |
| Admin fee / account holder | $47,839 | $5,404+785.3% | $9,015+430.7% | $5,651+746.6% |