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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 | $96,903 | $51,638+87.7% | $68,368+41.7% | $82,448+17.5% |
| Participation rate | 32.7% | 63.6%-30.9pp | 73.8%-41.1pp | 68.1%-35.4pp |
| Annual return | 10.76% | 37.53%-26.8pp | 292.57%-281.8pp | 41.64%-30.9pp |
| Employer contribution / active EE | $431 | $2,047-78.9% | $2,649-83.7% | $2,551-83.1% |
| Participant deferral / active EE | $1,684 | $2,914-42.2% | $4,123-59.1% | $4,139-59.3% |
| Admin fee / account holder | $15,971 | $4,643+243.9% | $5,150+210.1% | $7,234+120.8% |