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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 | $61,125+73.9% | $94,057+13.0% | $87,485+21.5% |
| Participation rate | 51.8% | 64.1%-12.3pp | 73.3%-21.6pp | 68.9%-17.2pp |
| Annual return | 12.60% | 35.20%-22.6pp | 480.62%-468.0pp | 26.06%-13.5pp |
| Employer contribution / active EE | $377 | $2,136-82.4% | $2,933-87.2% | $2,596-85.5% |
| Participant deferral / active EE | $2,504 | $3,260-23.2% | $4,709-46.8% | $4,274-41.4% |
| Admin fee / account holder | $17,381 | $5,629+208.8% | $7,244+139.9% | $7,775+123.6% |