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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 | $87,356 | $57,352+52.3% | $83,830+4.2% | $64,173+36.1% |
| Participation rate | 39.0% | 68.6%-29.6pp | 76.1%-37.2pp | 69.6%-30.6pp |
| Annual return | -9.00% | 11.38%-20.4pp | 850.97%-860.0pp | 7.63%-16.6pp |
| Employer contribution / active EE | $830 | $2,546-67.4% | $3,631-77.1% | $2,381-65.1% |
| Participant deferral / active EE | $2,694 | $2,993-10.0% | $4,082-34.0% | $3,470-22.4% |
| Admin fee / account holder | $8,023 | $4,046+98.3% | $5,479+46.4% | $4,887+64.2% |