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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 | $61,708 | $47,105+31.0% | $68,368-9.7% | $67,986-9.2% |
| Participation rate | 27.0% | 51.8%-24.8pp | 73.8%-46.8pp | 57.2%-30.3pp |
| Annual return | 9.32% | 48.37%-39.1pp | 292.57%-283.2pp | 31.67%-22.3pp |
| Employer contribution / active EE | $272 | $1,859-85.3% | $2,649-89.7% | $2,019-86.5% |
| Participant deferral / active EE | $1,274 | $2,374-46.3% | $4,123-69.1% | $3,358-62.1% |
| Admin fee / account holder | $3,274 | $2,435+34.5% | $5,150-36.4% | $3,203+2.2% |