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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 | $96,342 | $208,088-53.7% | $186,193-48.3% | $154,746-37.7% |
| Participation rate | 18.8% | 80.0%-61.2pp | 77.1%-58.4pp | 80.7%-62.0pp |
| Annual return | 7.73% | 89.97%-82.2pp | 78.03%-70.3pp | 172.34%-164.6pp |
| Employer contribution / active EE | $529 | $4,340-87.8% | $3,918-86.5% | $4,379-87.9% |
| Participant deferral / active EE | $2,862 | $7,078-59.6% | $6,513-56.1% | $6,730-57.5% |
| Admin fee / account holder | $20,088 | $11,698+71.7% | $11,058+81.7% | $14,365+39.8% |