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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 | $51,184+84.3% | $66,439+42.0% | $86,983+8.5% |
| Participation rate | 40.0% | 68.5%-28.5pp | 74.5%-34.5pp | 69.5%-29.5pp |
| Annual return | 10.15% | 17.07%-6.9pp | 757.66%-747.5pp | 25.83%-15.7pp |
| Employer contribution / active EE | $551 | $2,023-72.8% | $2,637-79.1% | $2,584-78.7% |
| Participant deferral / active EE | $2,906 | $2,927-0.7% | $3,876-25.0% | $4,194-30.7% |
| Admin fee / account holder | $25,040 | $4,154+502.8% | $6,173+305.6% | $7,856+218.7% |