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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 | $91,781 | $65,904+39.3% | $160,784-42.9% | $79,634+15.3% |
| Participation rate | 17.5% | 56.2%-38.8pp | 77.0%-59.5pp | 62.5%-45.0pp |
| Annual return | 12.91% | 20.16%-7.2pp | 1803.92%-1791.0pp | 36.46%-23.6pp |
| Employer contribution / active EE | $582 | $1,805-67.8% | $3,733-84.4% | $2,529-77.0% |
| Participant deferral / active EE | $1,329 | $3,692-64.0% | $6,293-78.9% | $3,835-65.4% |
| Admin fee / account holder | $3,756 | $965+289.1% | $9,717-61.3% | $1,002+274.9% |