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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 | $66,508 | $69,248-4.0% | $64,101+3.8% | $139,466-52.3% |
| Participation rate | 40.9% | 75.6%-34.7pp | 72.3%-31.4pp | 80.3%-39.4pp |
| Annual return | 9.96% | 45.95%-36.0pp | 33.72%-23.8pp | 373.66%-363.7pp |
| Employer contribution / active EE | $614 | $3,185-80.7% | $2,749-77.7% | $4,754-87.1% |
| Participant deferral / active EE | $1,948 | $4,682-58.4% | $3,881-49.8% | $6,712-71.0% |
| Admin fee / account holder | $23,955 | $4,247+464.0% | $3,070+680.2% | $11,409+110.0% |