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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 | $86,405 | $49,976+72.9% | $66,674+29.6% | $82,637+4.6% |
| Participation rate | 36.1% | 63.1%-27.0pp | 73.7%-37.6pp | 68.1%-31.9pp |
| Annual return | 13.26% | 39.09%-25.8pp | 321.24%-308.0pp | 53.51%-40.2pp |
| Employer contribution / active EE | $880 | $1,988-55.8% | $2,620-66.4% | $2,552-65.5% |
| Participant deferral / active EE | $2,792 | $2,847-1.9% | $4,084-31.6% | $4,126-32.3% |
| Admin fee / account holder | $33,602 | $4,594+631.5% | $5,098+559.1% | $7,339+357.9% |