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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 | $81,509 | $73,107+11.5% | $114,563-28.9% | $87,485-6.8% |
| Participation rate | 21.7% | 65.8%-44.0pp | 72.9%-51.2pp | 68.9%-47.2pp |
| Annual return | 9.64% | 19.47%-9.8pp | 241.09%-231.5pp | 26.06%-16.4pp |
| Employer contribution / active EE | $585 | $1,881-68.9% | $2,592-77.4% | $2,596-77.4% |
| Participant deferral / active EE | $1,901 | $3,144-39.5% | $4,142-54.1% | $4,274-55.5% |
| Admin fee / account holder | $31,535 | $5,770+446.6% | $7,623+313.7% | $7,775+305.6% |