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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 | $106,746 | $49,897+113.9% | $80,648+32.4% | $75,177+42.0% |
| Participation rate | 7.6% | 55.3%-47.8pp | 67.0%-59.4pp | 67.2%-59.6pp |
| Annual return | 12.65% | 34.68%-22.0pp | 937.21%-924.6pp | 160.75%-148.1pp |
| Employer contribution / active EE | $457 | $1,699-73.1% | $2,724-83.2% | $2,671-82.9% |
| Participant deferral / active EE | $918 | $2,992-69.3% | $4,443-79.3% | $4,126-77.8% |
| Admin fee / account holder | $59,653 | $3,579+1566.9% | $5,382+1008.4% | $5,651+955.6% |