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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 | $66,515 | $58,275+14.1% | $81,844-18.7% | $80,935-17.8% |
| Participation rate | 44.1% | 63.5%-19.4pp | 72.4%-28.3pp | 67.7%-23.6pp |
| Annual return | 9.87% | 41.82%-31.9pp | 778.87%-769.0pp | 35.66%-25.8pp |
| Employer contribution / active EE | $555 | $2,346-76.4% | $2,916-81.0% | $2,757-79.9% |
| Participant deferral / active EE | $1,831 | $3,285-44.3% | $4,323-57.6% | $4,299-57.4% |
| Admin fee / account holder | $7,495 | $4,749+57.8% | $7,355+1.9% | $6,924+8.2% |