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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 | $60,250 | $58,311+3.3% | $81,882-26.4% | $80,959-25.6% |
| Participation rate | 43.0% | 63.5%-20.5pp | 72.4%-29.4pp | 67.7%-24.6pp |
| Annual return | 10.41% | 41.85%-31.4pp | 779.47%-769.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $752 | $2,347-67.9% | $2,916-74.2% | $2,757-72.7% |
| Participant deferral / active EE | $2,077 | $3,287-36.8% | $4,323-52.0% | $4,300-51.7% |
| Admin fee / account holder | $10,976 | $4,752+131.0% | $7,360+49.1% | $6,925+58.5% |