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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 | $89,639 | $45,343+97.7% | $150,298-40.4% | $67,986+31.8% |
| Participation rate | 41.2% | 51.9%-10.7pp | 77.8%-36.6pp | 57.2%-16.0pp |
| Annual return | 9.75% | 33.28%-23.5pp | 62.79%-53.0pp | 31.67%-21.9pp |
| Employer contribution / active EE | $980 | $1,462-32.9% | $4,154-76.4% | $2,019-51.4% |
| Participant deferral / active EE | $4,080 | $2,055+98.5% | $5,453-25.2% | $3,358+21.5% |
| Admin fee / account holder | $16,439 | $2,250+630.7% | $14,116+16.5% | $3,203+413.2% |