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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 | $79,037 | $52,581+50.3% | $130,788-39.6% | $64,340+22.8% |
| Participation rate | 17.4% | 46.5%-29.2pp | 70.1%-52.7pp | 55.2%-37.9pp |
| Annual return | 7.64% | 20.39%-12.8pp | 386.44%-378.8pp | 24.14%-16.5pp |
| Employer contribution / active EE | $515 | $1,031-50.0% | $3,558-85.5% | $1,862-72.3% |
| Participant deferral / active EE | $1,214 | $2,200-44.8% | $4,137-70.7% | $2,980-59.3% |
| Admin fee / account holder | $41,770 | $4,583+811.3% | $6,673+526.0% | $3,703+1028.2% |