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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 | $116,232 | $60,442+92.3% | $96,754+20.1% | $87,485+32.9% |
| Participation rate | 56.1% | 58.7%-2.6pp | 70.3%-14.2pp | 68.9%-12.8pp |
| Annual return | 12.07% | 21.97%-9.9pp | 82.04%-70.0pp | 26.06%-14.0pp |
| Employer contribution / active EE | $634 | $1,691-62.5% | $2,679-76.3% | $2,596-75.6% |
| Participant deferral / active EE | $2,743 | $3,280-16.4% | $4,758-42.4% | $4,274-35.8% |
| Admin fee / account holder | $26,377 | $5,069+420.3% | $8,905+196.2% | $7,775+239.3% |