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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 | $98,527 | $58,627+68.1% | $76,735+28.4% | $82,448+19.5% |
| Participation rate | 11.6% | 63.2%-51.6pp | 69.5%-57.9pp | 68.1%-56.4pp |
| Annual return | 10.89% | 39.10%-28.2pp | 29.77%-18.9pp | 41.64%-30.7pp |
| Employer contribution / active EE | $516 | $1,729-70.1% | $2,454-79.0% | $2,551-79.8% |
| Participant deferral / active EE | $1,217 | $3,134-61.2% | $4,088-70.2% | $4,139-70.6% |
| Admin fee / account holder | $26,805 | $5,323+403.6% | $7,189+272.8% | $7,234+270.5% |