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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 | $58,241+14.2% | $81,780-18.7% | $80,911-17.8% |
| Participation rate | 44.1% | 63.4%-19.4pp | 72.4%-28.3pp | 67.6%-23.6pp |
| Annual return | 9.87% | 41.73%-31.9pp | 776.27%-766.4pp | 35.63%-25.8pp |
| Employer contribution / active EE | $555 | $2,343-76.3% | $2,914-81.0% | $2,756-79.9% |
| Participant deferral / active EE | $1,831 | $3,283-44.2% | $4,321-57.6% | $4,297-57.4% |
| Admin fee / account holder | $7,495 | $4,973+50.7% | $7,384+1.5% | $6,935+8.1% |