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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 | $103,286 | $63,703+62.1% | $93,063+11.0% | $82,448+25.3% |
| Participation rate | 42.1% | 63.8%-21.7pp | 72.1%-30.0pp | 68.1%-26.0pp |
| Annual return | 11.75% | -775.43%+787.2pp | 34.15%-22.4pp | 41.64%-29.9pp |
| Employer contribution / active EE | $400 | $1,729-76.9% | $2,476-83.9% | $2,551-84.3% |
| Participant deferral / active EE | $2,420 | $2,919-17.1% | $3,958-38.9% | $4,139-41.5% |
| Admin fee / account holder | $11,631 | $5,982+94.4% | $6,033+92.8% | $7,234+60.8% |