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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 | $100,356 | $88,672+13.2% | $105,223-4.6% | $82,448+21.7% |
| Participation rate | 21.4% | 67.9%-46.5pp | 75.0%-53.6pp | 68.1%-46.6pp |
| Annual return | 11.99% | 30.86%-18.9pp | 180.65%-168.7pp | 41.64%-29.6pp |
| Employer contribution / active EE | $916 | $3,048-70.0% | $3,689-75.2% | $2,551-64.1% |
| Participant deferral / active EE | $2,849 | $4,036-29.4% | $5,072-43.8% | $4,139-31.2% |
| Admin fee / account holder | $43,724 | $7,146+511.9% | $8,859+393.6% | $7,234+504.4% |