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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 | $71,129 | $42,546+67.2% | $71,796-0.9% | $55,167+28.9% |
| Participation rate | 54.5% | 59.1%-4.7pp | 69.1%-14.7pp | 69.0%-14.5pp |
| Annual return | 5.23% | 12.36%-7.1pp | 78.04%-72.8pp | 169.23%-164.0pp |
| Employer contribution / active EE | $583 | $803-27.4% | $1,924-69.7% | $1,963-70.3% |
| Participant deferral / active EE | $2,952 | $2,064+43.0% | $2,794+5.6% | $3,054-3.4% |
| Admin fee / account holder | $2,500 | $650+284.8% | $4,815-48.1% | $504+396.1% |