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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 | $102,588 | $76,407+34.3% | $150,298-31.7% | $82,448+24.4% |
| Participation rate | 30.4% | 66.4%-36.0pp | 77.8%-47.4pp | 68.1%-37.7pp |
| Annual return | 11.71% | 39.99%-28.3pp | 62.79%-51.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $465 | $2,614-82.2% | $4,154-88.8% | $2,551-81.8% |
| Participant deferral / active EE | $2,327 | $3,214-27.6% | $5,453-57.3% | $4,139-43.8% |
| Admin fee / account holder | $32,311 | $6,352+408.7% | $14,116+128.9% | $7,234+346.6% |