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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 | $87,259 | $65,961+32.3% | $180,320-51.6% | $94,015-7.2% |
| Participation rate | 29.4% | 61.3%-31.9pp | 71.5%-42.1pp | 70.8%-41.4pp |
| Annual return | 10.53% | 14.27%-3.7pp | 778.54%-768.0pp | 17.84%-7.3pp |
| Employer contribution / active EE | $837 | $1,737-51.9% | $4,108-79.6% | $2,790-70.0% |
| Participant deferral / active EE | $1,722 | $3,003-42.7% | $4,304-60.0% | $4,249-59.5% |
| Admin fee / account holder | $2,533 | $4,901-48.3% | $10,000-74.7% | $8,951-71.7% |