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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 | $102,429-10.1% | $147,096-37.4% | $80,925+13.7% |
| Participation rate | 19.4% | 75.9%-56.5pp | 82.2%-62.8pp | 67.7%-48.3pp |
| Annual return | 8.56% | 135.02%-126.5pp | 419.75%-411.2pp | 35.65%-27.1pp |
| Employer contribution / active EE | $884 | $3,716-76.2% | $4,936-82.1% | $2,756-67.9% |
| Participant deferral / active EE | $6,557 | $6,649-1.4% | $8,071-18.8% | $4,299+52.5% |
| Admin fee / account holder | $31,355 | $7,957+294.1% | $13,005+141.1% | $6,940+351.8% |