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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 | $94,347 | $50,554+86.6% | $67,681+39.4% | $87,485+7.8% |
| Participation rate | 40.0% | 67.7%-27.7pp | 73.7%-33.7pp | 68.9%-28.9pp |
| Annual return | 10.15% | 17.81%-7.7pp | 590.58%-580.4pp | 26.06%-15.9pp |
| Employer contribution / active EE | $551 | $1,988-72.3% | $2,678-79.4% | $2,596-78.8% |
| Participant deferral / active EE | $2,906 | $2,961-1.9% | $3,976-26.9% | $4,274-32.0% |
| Admin fee / account holder | $25,040 | $4,132+505.9% | $6,100+310.5% | $7,775+222.1% |