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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 | $88,369 | $52,353+68.8% | $120,225-26.5% | $82,448+7.2% |
| Participation rate | 18.0% | 58.3%-40.3pp | 69.6%-51.6pp | 68.1%-50.1pp |
| Annual return | 11.14% | 61.85%-50.7pp | 439.23%-428.1pp | 41.64%-30.5pp |
| Employer contribution / active EE | $393 | $1,510-74.0% | $3,475-88.7% | $2,551-84.6% |
| Participant deferral / active EE | $780 | $2,627-70.3% | $3,999-80.5% | $4,139-81.1% |
| Admin fee / account holder | $2,977 | $4,363-31.8% | $5,696-47.7% | $7,234-58.8% |