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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 | $106,279 | $51,638+105.8% | $68,368+55.5% | $82,448+28.9% |
| Participation rate | 51.8% | 63.6%-11.8pp | 73.8%-22.0pp | 68.1%-16.3pp |
| Annual return | 12.60% | 37.53%-24.9pp | 292.57%-280.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $377 | $2,047-81.6% | $2,649-85.8% | $2,551-85.2% |
| Participant deferral / active EE | $2,504 | $2,914-14.1% | $4,123-39.3% | $4,139-39.5% |
| Admin fee / account holder | $17,381 | $4,643+274.3% | $5,150+237.5% | $7,234+140.3% |