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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 | $111,835 | $100,003+11.8% | $146,685-23.8% | $85,856+30.3% |
| Participation rate | 25.8% | 73.1%-47.3pp | 80.1%-54.3pp | 69.3%-43.5pp |
| Annual return | 8.83% | 18.93%-10.1pp | 22.75%-13.9pp | 318.58%-309.8pp |
| Employer contribution / active EE | $762 | $2,559-70.2% | $4,137-81.6% | $2,565-70.3% |
| Participant deferral / active EE | $2,762 | $4,006-31.1% | $5,507-49.8% | $3,952-30.1% |
| Admin fee / account holder | $30,623 | $7,704+297.5% | $10,281+197.9% | $6,261+389.1% |