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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 | $63,703+28.0% | $93,063-12.4% | $82,448-1.1% |
| Participation rate | 21.7% | 63.8%-42.1pp | 72.1%-50.4pp | 68.1%-46.3pp |
| Annual return | 9.64% | -775.43%+785.1pp | 34.15%-24.5pp | 41.64%-32.0pp |
| Employer contribution / active EE | $585 | $1,729-66.1% | $2,476-76.4% | $2,551-77.0% |
| Participant deferral / active EE | $1,901 | $2,919-34.9% | $3,958-52.0% | $4,139-54.1% |
| Admin fee / account holder | $31,535 | $5,982+427.1% | $6,033+422.7% | $7,234+335.9% |