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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 | $75,097 | $46,732+60.7% | $156,551-52.0% | $55,167+36.1% |
| Participation rate | 60.0% | 65.8%-5.8pp | 84.0%-24.0pp | 69.0%-9.0pp |
| Annual return | 4.43% | 17.72%-13.3pp | 32.23%-27.8pp | 169.23%-164.8pp |
| Employer contribution / active EE | $365 | $2,105-82.7% | $5,501-93.4% | $1,963-81.4% |
| Participant deferral / active EE | $3,509 | $2,204+59.2% | $4,871-28.0% | $3,054+14.9% |
| Admin fee / account holder | $8,786 | $418+2000.0% | $13,028-32.6% | $504+1643.6% |