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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 | $86,375 | $45,343+90.5% | $150,298-42.5% | $67,986+27.0% |
| Participation rate | 14.8% | 51.9%-37.1pp | 77.8%-63.0pp | 57.2%-42.4pp |
| Annual return | 11.02% | 33.28%-22.3pp | 62.79%-51.8pp | 31.67%-20.6pp |
| Employer contribution / active EE | $267 | $1,462-81.8% | $4,154-93.6% | $2,019-86.8% |
| Participant deferral / active EE | $853 | $2,055-58.5% | $5,453-84.4% | $3,358-74.6% |
| Admin fee / account holder | $11,700 | $2,250+420.1% | $14,116-17.1% | $3,203+265.3% |