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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 | $83,080 | $48,314+72.0% | $67,561+23.0% | $80,925+2.7% |
| Participation rate | 50.0% | 66.4%-16.4pp | 72.9%-22.9pp | 67.7%-17.7pp |
| Annual return | 6.87% | 18.28%-11.4pp | 3525.44%-3518.6pp | 35.65%-28.8pp |
| Employer contribution / active EE | $906 | $2,022-55.2% | $2,735-66.9% | $2,756-67.1% |
| Participant deferral / active EE | $2,611 | $2,927-10.8% | $4,003-34.8% | $4,299-39.3% |
| Admin fee / account holder | $13,983 | $3,690+279.0% | $4,006+249.1% | $6,940+101.5% |