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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 | $84,994 | $78,707+8.0% | $117,861-27.9% | $70,126+21.2% |
| Participation rate | 24.1% | 73.2%-49.1pp | 79.7%-55.5pp | 69.5%-45.4pp |
| Annual return | 4.12% | 23.30%-19.2pp | 335.11%-331.0pp | 73.15%-69.0pp |
| Employer contribution / active EE | $860 | $2,223-61.3% | $3,786-77.3% | $2,343-63.3% |
| Participant deferral / active EE | $2,380 | $3,297-27.8% | $4,482-46.9% | $3,332-28.6% |
| Admin fee / account holder | $30,974 | $5,066+511.5% | $8,021+286.2% | $4,645+566.8% |