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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 | $59,737 | $48,011+24.4% | $63,803-6.4% | $82,637-27.7% |
| Participation rate | 46.9% | 66.6%-19.6pp | 72.7%-25.8pp | 68.1%-21.1pp |
| Annual return | 10.57% | 19.84%-9.3pp | 543.72%-533.1pp | 53.51%-42.9pp |
| Employer contribution / active EE | $1,473 | $1,904-22.6% | $2,532-41.8% | $2,552-42.3% |
| Participant deferral / active EE | $1,994 | $2,846-29.9% | $3,843-48.1% | $4,126-51.7% |
| Admin fee / account holder | $6,849 | $3,873+76.8% | $5,196+31.8% | $7,339-6.7% |