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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 | $116,150 | $93,345+24.4% | $119,126-2.5% | $87,485+32.8% |
| Participation rate | 46.7% | 68.7%-22.1pp | 75.8%-29.1pp | 68.9%-22.3pp |
| Annual return | 10.81% | 19.08%-8.3pp | 282.11%-271.3pp | 26.06%-15.2pp |
| Employer contribution / active EE | $995 | $3,172-68.6% | $4,034-75.3% | $2,596-61.7% |
| Participant deferral / active EE | $3,015 | $4,099-26.4% | $5,318-43.3% | $4,274-29.4% |
| Admin fee / account holder | $25,957 | $8,039+222.9% | $10,693+142.7% | $7,775+233.9% |