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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 | $112,095 | $122,042-8.2% | $184,243-39.2% | $74,429+50.6% |
| Participation rate | 56.7% | 85.5%-28.8pp | 86.8%-30.2pp | 67.2%-10.5pp |
| Annual return | 11.11% | 19.91%-8.8pp | 28.82%-17.7pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $2,183 | $4,538-51.9% | $6,427-66.0% | $2,625-16.8% |
| Participant deferral / active EE | $4,557 | $7,143-36.2% | $9,132-50.1% | $4,348+4.8% |
| Admin fee / account holder | $12,288 | $1,252+881.3% | $13,914-11.7% | $1,944+532.0% |