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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 | $110,105 | $57,061+93.0% | $85,063+29.4% | $80,911+36.1% |
| Participation rate | 7.1% | 56.3%-49.2pp | 67.5%-60.4pp | 67.6%-60.5pp |
| Annual return | 10.21% | 21.66%-11.4pp | 66.54%-56.3pp | 35.63%-25.4pp |
| Employer contribution / active EE | $336 | $1,799-81.3% | $2,727-87.7% | $2,756-87.8% |
| Participant deferral / active EE | $954 | $3,110-69.3% | $4,523-78.9% | $4,297-77.8% |
| Admin fee / account holder | $15,086 | $4,986+202.6% | $6,155+145.1% | $6,935+117.5% |