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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 | $137,662 | $83,369+65.1% | $105,223+30.8% | $67,986+102.5% |
| Participation rate | 16.7% | 56.3%-39.6pp | 75.0%-58.4pp | 57.2%-40.5pp |
| Annual return | 10.20% | 24.64%-14.4pp | 180.65%-170.5pp | 31.67%-21.5pp |
| Employer contribution / active EE | $638 | $2,541-74.9% | $3,689-82.7% | $2,019-68.4% |
| Participant deferral / active EE | $1,998 | $3,295-39.4% | $5,072-60.6% | $3,358-40.5% |
| Admin fee / account holder | $11,774 | $4,073+189.1% | $8,859+32.9% | $3,203+267.6% |