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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 | $72,397 | $29,319+146.9% | $52,425+38.1% | $82,448-12.2% |
| Participation rate | 48.6% | 46.9%+1.7pp | 55.6%-7.1pp | 68.1%-19.5pp |
| Annual return | 13.72% | 535.20%-521.5pp | 302.12%-288.4pp | 41.64%-27.9pp |
| Employer contribution / active EE | $387 | $586-34.1% | $914-57.7% | $2,551-84.8% |
| Participant deferral / active EE | $2,348 | $1,171+100.4% | $1,790+31.1% | $4,139-43.3% |
| Admin fee / account holder | $2,278 | $1,962+16.1% | $2,495-8.7% | $7,234-68.5% |