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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 | $80,644 | $53,063+52.0% | $124,206-35.1% | $82,637-2.4% |
| Participation rate | 14.3% | 58.4%-44.1pp | 69.6%-55.3pp | 68.1%-53.8pp |
| Annual return | 12.54% | 68.87%-56.3pp | 515.27%-502.7pp | 53.51%-41.0pp |
| Employer contribution / active EE | $522 | $1,530-65.9% | $3,540-85.2% | $2,552-79.5% |
| Participant deferral / active EE | $1,207 | $2,644-54.3% | $3,968-69.6% | $4,126-70.7% |
| Admin fee / account holder | $37,543 | $4,281+777.0% | $5,929+533.3% | $7,339+411.6% |