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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 | $89,869 | $78,562+14.4% | $105,608-14.9% | $74,429+20.7% |
| Participation rate | 58.2% | 72.8%-14.6pp | 75.3%-17.1pp | 67.2%-9.0pp |
| Annual return | 10.85% | 15.94%-5.1pp | 116.50%-105.7pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $826 | $2,521-67.2% | $3,167-73.9% | $2,625-68.5% |
| Participant deferral / active EE | $3,045 | $4,321-29.5% | $5,010-39.2% | $4,348-30.0% |
| Admin fee / account holder | $9,032 | $2,217+307.4% | $11,028-18.1% | $1,944+364.5% |