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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 | $94,280 | $70,418+33.9% | $96,570-2.4% | $85,847+9.8% |
| Participation rate | 21.0% | 61.8%-40.8pp | 69.8%-48.9pp | 69.3%-48.4pp |
| Annual return | 9.40% | 18.59%-9.2pp | 37.79%-28.4pp | 318.61%-309.2pp |
| Employer contribution / active EE | $352 | $1,413-75.1% | $2,357-85.1% | $2,565-86.3% |
| Participant deferral / active EE | $2,069 | $2,894-28.5% | $3,849-46.2% | $3,952-47.6% |
| Admin fee / account holder | $32,840 | $4,995+557.5% | $6,182+431.2% | $6,261+424.5% |