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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 | $62,395 | $51,638+20.8% | $68,368-8.7% | $82,448-24.3% |
| Participation rate | 34.4% | 63.6%-29.2pp | 73.8%-39.4pp | 68.1%-33.7pp |
| Annual return | 10.07% | 37.53%-27.5pp | 292.57%-282.5pp | 41.64%-31.6pp |
| Employer contribution / active EE | $1,064 | $2,047-48.0% | $2,649-59.8% | $2,551-58.3% |
| Participant deferral / active EE | $2,681 | $2,914-8.0% | $4,123-35.0% | $4,139-35.2% |
| Admin fee / account holder | $25,929 | $4,643+458.4% | $5,150+403.5% | $7,234+258.4% |