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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 | $122,680 | $77,920+57.4% | $149,723-18.1% | $75,177+63.2% |
| Participation rate | 2.9% | 65.6%-62.6pp | 78.8%-75.8pp | 67.2%-64.3pp |
| Annual return | 12.41% | 31.72%-19.3pp | 134.50%-122.1pp | 160.75%-148.3pp |
| Employer contribution / active EE | $982 | $3,138-68.7% | $4,821-79.6% | $2,671-63.2% |
| Participant deferral / active EE | $2,343 | $3,411-31.3% | $5,682-58.8% | $4,126-43.2% |
| Admin fee / account holder | $44,694 | $5,951+651.1% | $13,215+238.2% | $5,651+690.9% |