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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 | $96,089 | $74,661+28.7% | $160,784-40.2% | $67,986+41.3% |
| Participation rate | 38.3% | 57.1%-18.8pp | 77.0%-38.6pp | 57.2%-18.9pp |
| Annual return | 6.19% | 28.83%-22.6pp | 1803.92%-1797.7pp | 31.67%-25.5pp |
| Employer contribution / active EE | $964 | $1,829-47.3% | $3,733-74.2% | $2,019-52.2% |
| Participant deferral / active EE | $2,168 | $3,681-41.1% | $6,293-65.6% | $3,358-35.5% |
| Admin fee / account holder | $1,043 | $3,959-73.7% | $9,717-89.3% | $3,203-67.4% |