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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 | $95,119 | $70,684+34.6% | $169,397-43.8% | $75,177+26.5% |
| Participation rate | 55.6% | 64.8%-9.2pp | 77.2%-21.6pp | 67.2%-11.6pp |
| Annual return | 11.24% | 36.38%-25.1pp | 406.23%-395.0pp | 160.75%-149.5pp |
| Employer contribution / active EE | $497 | $2,211-77.5% | $4,013-87.6% | $2,671-81.4% |
| Participant deferral / active EE | $3,398 | $4,310-21.2% | $6,223-45.4% | $4,126-17.7% |
| Admin fee / account holder | $39,643 | $5,404+633.6% | $9,017+339.6% | $5,651+601.5% |