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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 | $78,607+14.3% | $105,624-14.9% | $74,478+20.7% |
| Participation rate | 58.2% | 72.8%-14.6pp | 75.3%-17.1pp | 67.2%-9.0pp |
| Annual return | 10.85% | 15.96%-5.1pp | 116.20%-105.4pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $826 | $2,523-67.3% | $3,168-73.9% | $2,626-68.6% |
| Participant deferral / active EE | $3,045 | $4,325-29.6% | $5,013-39.2% | $4,350-30.0% |
| Admin fee / account holder | $9,032 | $2,220+306.9% | $10,961-17.6% | $1,946+364.2% |