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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 | $45,626+123.1% | $94,105+8.2% | $64,097+58.8% |
| Participation rate | 16.8% | 48.0%-31.2pp | 71.9%-55.1pp | 55.2%-38.4pp |
| Annual return | 11.20% | 28.23%-17.0pp | 204.55%-193.4pp | 34.64%-23.4pp |
| Employer contribution / active EE | $624 | $1,171-46.7% | $2,504-75.1% | $1,891-67.0% |
| Participant deferral / active EE | $1,170 | $2,128-45.0% | $3,881-69.9% | $3,080-62.0% |
| Admin fee / account holder | $9,760 | $2,872+239.8% | $6,199+57.4% | $3,454+182.5% |