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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 | $83,167 | $47,944+73.5% | $67,834+22.6% | $62,881+32.3% |
| Participation rate | 20.0% | 61.1%-41.1pp | 68.8%-48.8pp | 69.3%-49.3pp |
| Annual return | 3.44% | 11.77%-8.3pp | 138.47%-135.0pp | 20.14%-16.7pp |
| Employer contribution / active EE | $836 | $1,562-46.5% | $2,403-65.2% | $2,281-63.3% |
| Participant deferral / active EE | $908 | $2,247-59.6% | $3,160-71.3% | $3,203-71.6% |
| Admin fee / account holder | $18,883 | $3,712+408.7% | $4,622+308.5% | $4,296+339.6% |