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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 | $131,858 | $78,690+67.6% | $161,489-18.3% | $87,485+50.7% |
| Participation rate | 21.0% | 67.5%-46.5pp | 78.7%-57.7pp | 68.9%-48.0pp |
| Annual return | 11.49% | 32.74%-21.2pp | 89.72%-78.2pp | 26.06%-14.6pp |
| Employer contribution / active EE | $712 | $2,588-72.5% | $4,268-83.3% | $2,596-72.6% |
| Participant deferral / active EE | $1,729 | $3,311-47.8% | $5,630-69.3% | $4,274-59.5% |
| Admin fee / account holder | $49,587 | $6,724+637.5% | $16,006+209.8% | $7,775+537.8% |