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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 | $54,117+46.0% | $135,768-41.8% | $65,306+21.0% |
| Participation rate | 17.4% | 48.7%-31.3pp | 71.1%-53.7pp | 57.7%-40.3pp |
| Annual return | 7.64% | 21.76%-14.1pp | 526.10%-518.5pp | 21.94%-14.3pp |
| Employer contribution / active EE | $515 | $1,029-50.0% | $3,394-84.8% | $1,967-73.8% |
| Participant deferral / active EE | $1,214 | $2,395-49.3% | $3,977-69.5% | $2,959-59.0% |
| Admin fee / account holder | $41,770 | $4,541+819.9% | $7,048+492.6% | $3,480+1100.3% |