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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 | $83,145 | $63,346+31.3% | $92,240-9.9% | $70,126+18.6% |
| Participation rate | 44.3% | 68.7%-24.4pp | 76.5%-32.2pp | 69.5%-25.3pp |
| Annual return | 6.61% | 530.19%-523.6pp | 176.29%-169.7pp | 73.15%-66.5pp |
| Employer contribution / active EE | $748 | $2,471-69.7% | $3,680-79.7% | $2,343-68.1% |
| Participant deferral / active EE | $2,448 | $2,854-14.2% | $3,897-37.2% | $3,332-26.5% |
| Admin fee / account holder | $11,573 | $3,841+201.3% | $5,194+122.8% | $4,645+149.1% |