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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 | $135,562 | $85,171+59.2% | $172,752-21.5% | $72,975+85.8% |
| Participation rate | 55.6% | 70.1%-14.5pp | 82.6%-27.1pp | 69.5%-13.9pp |
| Annual return | 6.91% | 27.32%-20.4pp | 802.97%-796.1pp | 81.01%-74.1pp |
| Employer contribution / active EE | $896 | $3,324-73.1% | $5,144-82.6% | $2,440-63.3% |
| Participant deferral / active EE | $1,831 | $3,260-43.8% | $5,198-64.8% | $3,608-49.3% |
| Admin fee / account holder | $6,108 | $5,880+3.9% | $13,955-56.2% | $5,124+19.2% |