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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 | $87,005 | $88,186-1.3% | $165,071-47.3% | $74,459+16.8% |
| Participation rate | 52.8% | 73.1%-20.3pp | 78.6%-25.8pp | 67.2%-14.4pp |
| Annual return | 10.98% | 17.13%-6.1pp | 70.17%-59.2pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $773 | $2,600-70.3% | $4,347-82.2% | $2,626-70.6% |
| Participant deferral / active EE | $3,983 | $4,505-11.6% | $6,035-34.0% | $4,350-8.4% |
| Admin fee / account holder | $15,953 | $2,234+614.1% | $12,695+25.7% | $1,945+720.3% |