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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 | $57,725 | $51,184+12.8% | $66,439-13.1% | $86,983-33.6% |
| Participation rate | 46.7% | 68.5%-21.8pp | 74.5%-27.8pp | 69.5%-22.9pp |
| Annual return | 8.20% | 17.07%-8.9pp | 757.66%-749.5pp | 25.83%-17.6pp |
| Employer contribution / active EE | $509 | $2,023-74.8% | $2,637-80.7% | $2,584-80.3% |
| Participant deferral / active EE | $2,111 | $2,927-27.9% | $3,876-45.6% | $4,194-49.7% |
| Admin fee / account holder | $4,600 | $4,154+10.7% | $6,173-25.5% | $7,856-41.4% |