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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 | $84,005 | $102,393-18.0% | $147,041-42.9% | $80,911+3.8% |
| Participation rate | 35.7% | 75.9%-40.1pp | 82.2%-46.5pp | 67.6%-31.9pp |
| Annual return | 5.71% | 134.95%-129.2pp | 419.21%-413.5pp | 35.63%-29.9pp |
| Employer contribution / active EE | $890 | $3,715-76.1% | $4,935-82.0% | $2,756-67.7% |
| Participant deferral / active EE | $3,228 | $6,647-51.4% | $8,071-60.0% | $4,297-24.9% |
| Admin fee / account holder | $18,923 | $7,943+138.2% | $13,006+45.5% | $6,935+172.9% |