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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 | $88,807 | $88,8150% | $81,882+8.5% | $145,897-39.1% |
| Participation rate | 22.2% | 75.1%-52.9pp | 72.4%-50.2pp | 80.3%-58.1pp |
| Annual return | 9.43% | 1033.75%-1024.3pp | 779.47%-770.0pp | 552.29%-542.9pp |
| Employer contribution / active EE | $670 | $3,086-78.3% | $2,916-77.0% | $4,663-85.6% |
| Participant deferral / active EE | $2,713 | $4,647-41.6% | $4,323-37.2% | $6,689-59.4% |
| Admin fee / account holder | $14,660 | $8,434+73.8% | $7,360+99.2% | $13,390+9.5% |