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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 | $63,963 | $45,343+41.1% | $150,298-57.4% | $67,986-5.9% |
| Participation rate | 31.0% | 51.9%-20.8pp | 77.8%-46.7pp | 57.2%-26.2pp |
| Annual return | 8.46% | 33.28%-24.8pp | 62.79%-54.3pp | 31.67%-23.2pp |
| Employer contribution / active EE | $204 | $1,462-86.0% | $4,154-95.1% | $2,019-89.9% |
| Participant deferral / active EE | $2,604 | $2,055+26.7% | $5,453-52.2% | $3,358-22.5% |
| Admin fee / account holder | $5,237 | $2,250+132.8% | $14,116-62.9% | $3,203+63.5% |