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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 | $92,051 | $102,385-10.1% | $147,080-37.4% | $80,935+13.7% |
| Participation rate | 19.4% | 75.9%-56.5pp | 82.2%-62.8pp | 67.7%-48.3pp |
| Annual return | 8.56% | 135.09%-126.5pp | 420.17%-411.6pp | 35.66%-27.1pp |
| Employer contribution / active EE | $884 | $3,717-76.2% | $4,933-82.1% | $2,757-67.9% |
| Participant deferral / active EE | $6,557 | $6,651-1.4% | $8,066-18.7% | $4,299+52.5% |
| Admin fee / account holder | $31,355 | $7,951+294.3% | $12,989+141.4% | $6,924+352.8% |