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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 | $75,853 | $57,590+31.7% | $86,233-12.0% | $82,448-8.0% |
| Participation rate | 19.2% | 57.9%-38.6pp | 69.0%-49.8pp | 68.1%-48.8pp |
| Annual return | 9.65% | 22.41%-12.8pp | 61.39%-51.7pp | 41.64%-32.0pp |
| Employer contribution / active EE | $490 | $1,655-70.4% | $2,504-80.4% | $2,551-80.8% |
| Participant deferral / active EE | $1,080 | $3,080-64.9% | $4,559-76.3% | $4,139-73.9% |
| Admin fee / account holder | $50,839 | $4,730+974.7% | $8,342+509.4% | $7,234+602.7% |