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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 | $63,794 | $52,279+22.0% | $89,414-28.7% | $79,852-20.1% |
| Participation rate | 52.8% | 57.5%-4.7pp | 68.0%-15.2pp | 69.6%-16.8pp |
| Annual return | 7.74% | 22.16%-14.4pp | 245.50%-237.8pp | 31.72%-24.0pp |
| Employer contribution / active EE | $843 | $1,572-46.4% | $2,586-67.4% | $2,471-65.9% |
| Participant deferral / active EE | $5,528 | $2,740+101.7% | $3,890+42.1% | $3,740+47.8% |
| Admin fee / account holder | $15,628 | $3,356+365.6% | $4,883+220.0% | $5,306+194.5% |