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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 | $70,905 | $70,684+0.3% | $169,390-58.1% | $75,173-5.7% |
| Participation rate | 68.0% | 64.8%+3.2pp | 77.2%-9.2pp | 67.2%+0.8pp |
| Annual return | 11.30% | 36.38%-25.1pp | 406.07%-394.8pp | 160.72%-149.4pp |
| Employer contribution / active EE | $749 | $2,211-66.1% | $4,013-81.3% | $2,671-72.0% |
| Participant deferral / active EE | $2,050 | $4,310-52.4% | $6,222-67.1% | $4,126-50.3% |
| Admin fee / account holder | $46,566 | $5,404+761.7% | $9,015+416.5% | $5,651+724.1% |