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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 | $108,033 | $47,944+125.3% | $67,834+59.3% | $62,881+71.8% |
| Participation rate | 27.3% | 61.1%-33.8pp | 68.8%-41.5pp | 69.3%-42.0pp |
| Annual return | 3.31% | 11.77%-8.5pp | 138.47%-135.2pp | 20.14%-16.8pp |
| Employer contribution / active EE | $684 | $1,562-56.2% | $2,403-71.6% | $2,281-70.0% |
| Participant deferral / active EE | $1,144 | $2,247-49.1% | $3,160-63.8% | $3,203-64.3% |
| Admin fee / account holder | $27,787 | $3,712+648.6% | $4,622+501.2% | $4,296+546.9% |