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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 | $82,298 | $49,976+64.7% | $66,674+23.4% | $82,637-0.4% |
| Participation rate | 11.4% | 63.1%-51.7pp | 73.7%-62.2pp | 68.1%-56.6pp |
| Annual return | 8.01% | 39.09%-31.1pp | 321.24%-313.2pp | 53.51%-45.5pp |
| Employer contribution / active EE | $306 | $1,988-84.6% | $2,620-88.3% | $2,552-88.0% |
| Participant deferral / active EE | $819 | $2,847-71.2% | $4,084-79.9% | $4,126-80.2% |
| Admin fee / account holder | $89,563 | $4,594+1849.8% | $5,098+1656.8% | $7,339+1120.4% |