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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 | $87,043 | $51,649+68.5% | $124,206-29.9% | $64,097+35.8% |
| Participation rate | 39.7% | 45.2%-5.5pp | 69.6%-29.9pp | 55.2%-15.5pp |
| Annual return | 12.34% | 19.98%-7.6pp | 515.27%-502.9pp | 34.64%-22.3pp |
| Employer contribution / active EE | $1,067 | $1,057+1.0% | $3,540-69.9% | $1,891-43.6% |
| Participant deferral / active EE | $1,956 | $2,165-9.7% | $3,968-50.7% | $3,080-36.5% |
| Admin fee / account holder | $374 | $4,237-91.2% | $5,929-93.7% | $3,454-89.2% |