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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 | $92,167 | $78,607+17.3% | $105,624-12.7% | $74,478+23.8% |
| Participation rate | 35.0% | 72.8%-37.9pp | 75.3%-40.3pp | 67.2%-32.3pp |
| Annual return | 9.14% | 15.96%-6.8pp | 116.20%-107.1pp | 1370.56%-1361.4pp |
| Employer contribution / active EE | $892 | $2,523-64.7% | $3,168-71.9% | $2,626-66.1% |
| Participant deferral / active EE | $2,749 | $4,325-36.4% | $5,013-45.2% | $4,350-36.8% |
| Admin fee / account holder | $9,290 | $2,220+318.5% | $10,961-15.3% | $1,946+377.4% |