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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 | $43,496+106.1% | $161,489-44.5% | $64,340+39.3% |
| Participation rate | 41.2% | 53.5%-12.3pp | 78.7%-37.5pp | 55.2%-14.1pp |
| Annual return | 9.75% | 20.76%-11.0pp | 89.72%-80.0pp | 24.14%-14.4pp |
| Employer contribution / active EE | $980 | $1,431-31.5% | $4,268-77.0% | $1,862-47.3% |
| Participant deferral / active EE | $4,080 | $1,996+104.4% | $5,630-27.5% | $2,980+36.9% |
| Admin fee / account holder | $16,439 | $2,330+605.5% | $16,006+2.7% | $3,703+344.0% |