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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 | $101,796 | $52,978+92.1% | $116,096-12.3% | $65,306+55.9% |
| Participation rate | 16.8% | 51.6%-34.8pp | 73.3%-56.5pp | 57.7%-40.9pp |
| Annual return | 11.20% | 27.83%-16.6pp | 326.25%-315.0pp | 21.94%-10.7pp |
| Employer contribution / active EE | $624 | $1,182-47.2% | $2,503-75.1% | $1,967-68.3% |
| Participant deferral / active EE | $1,170 | $2,197-46.8% | $3,952-70.4% | $2,959-60.5% |
| Admin fee / account holder | $9,760 | $2,820+246.2% | $7,704+26.7% | $3,480+180.5% |