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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 | $98,979 | $83,369+18.7% | $105,223-5.9% | $67,986+45.6% |
| Participation rate | 18.1% | 56.3%-38.2pp | 75.0%-56.9pp | 57.2%-39.1pp |
| Annual return | 12.54% | 24.64%-12.1pp | 180.65%-168.1pp | 31.67%-19.1pp |
| Employer contribution / active EE | $858 | $2,541-66.2% | $3,689-76.7% | $2,019-57.5% |
| Participant deferral / active EE | $1,731 | $3,295-47.5% | $5,072-65.9% | $3,358-48.5% |
| Admin fee / account holder | $15,326 | $4,073+276.3% | $8,859+73.0% | $3,203+378.4% |