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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 | $102,444 | $102,4290% | $147,096-30.4% | $80,925+26.6% |
| Participation rate | 67.4% | 75.9%-8.4pp | 82.2%-14.7pp | 67.7%-0.2pp |
| Annual return | 5.69% | 135.02%-129.3pp | 419.75%-414.1pp | 35.65%-30.0pp |
| Employer contribution / active EE | $2,831 | $3,716-23.8% | $4,936-42.7% | $2,756+2.7% |
| Participant deferral / active EE | $4,841 | $6,649-27.2% | $8,071-40.0% | $4,299+12.6% |
| Admin fee / account holder | $27,256 | $7,957+242.6% | $13,005+109.6% | $6,940+292.7% |