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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 | $67,834 | $56,134+20.8% | $96,192-29.5% | $85,851-21.0% |
| Participation rate | 39.1% | 56.7%-17.7pp | 68.4%-29.4pp | 69.3%-30.3pp |
| Annual return | 10.17% | 42.30%-32.1pp | 192.09%-181.9pp | 318.63%-308.5pp |
| Employer contribution / active EE | $814 | $1,620-49.8% | $2,799-70.9% | $2,565-68.3% |
| Participant deferral / active EE | $2,521 | $2,858-11.8% | $4,351-42.1% | $3,952-36.2% |
| Admin fee / account holder | $5,791 | $3,769+53.6% | $5,539+4.5% | $6,261-7.5% |