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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 | $83,101 | $62,409+33.2% | $120,574-31.1% | $74,459+11.6% |
| Participation rate | 32.5% | 56.8%-24.2pp | 71.9%-39.4pp | 67.2%-34.7pp |
| Annual return | 10.79% | 18.62%-7.8pp | 107.42%-96.6pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $808 | $1,847-56.2% | $3,471-76.7% | $2,626-69.2% |
| Participant deferral / active EE | $1,488 | $2,888-48.5% | $4,996-70.2% | $4,350-65.8% |
| Admin fee / account holder | $4,943 | $2,394+106.5% | $9,445-47.7% | $1,945+154.1% |