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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 | $90,102 | $51,638+74.5% | $68,368+31.8% | $82,448+9.3% |
| Participation rate | 42.3% | 63.6%-21.3pp | 73.8%-31.4pp | 68.1%-25.8pp |
| Annual return | 11.06% | 37.53%-26.5pp | 292.57%-281.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $894 | $2,047-56.3% | $2,649-66.3% | $2,551-65.0% |
| Participant deferral / active EE | $2,020 | $2,914-30.7% | $4,123-51.0% | $4,139-51.2% |
| Admin fee / account holder | $22,194 | $4,643+378.0% | $5,150+331.0% | $7,234+206.8% |