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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 | $88,951 | $98,776-9.9% | $149,745-40.6% | $79,856+11.4% |
| Participation rate | 31.4% | 75.8%-44.4pp | 82.5%-51.1pp | 69.6%-38.2pp |
| Annual return | 10.29% | 27.38%-17.1pp | 276.72%-266.4pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,283 | $3,217-60.1% | $4,646-72.4% | $2,471-48.1% |
| Participant deferral / active EE | $2,715 | $5,681-52.2% | $6,843-60.3% | $3,741-27.4% |
| Admin fee / account holder | $31,253 | $6,053+416.3% | $9,312+235.6% | $5,306+489.0% |