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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 | $93,071 | $49,976+86.2% | $66,674+39.6% | $82,637+12.6% |
| Participation rate | 18.5% | 63.1%-44.6pp | 73.7%-55.2pp | 68.1%-49.5pp |
| Annual return | 11.72% | 39.09%-27.4pp | 321.24%-309.5pp | 53.51%-41.8pp |
| Employer contribution / active EE | $484 | $1,988-75.7% | $2,620-81.5% | $2,552-81.0% |
| Participant deferral / active EE | $1,443 | $2,847-49.3% | $4,084-64.7% | $4,126-65.0% |
| Admin fee / account holder | $20,424 | $4,594+344.6% | $5,098+300.6% | $7,339+178.3% |