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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 | $64,034 | $45,043+42.2% | $85,063-24.7% | $74,400-13.9% |
| Participation rate | 33.0% | 49.4%-16.4pp | 67.5%-34.5pp | 67.2%-34.2pp |
| Annual return | 10.40% | 26.26%-15.9pp | 66.54%-56.1pp | 1367.51%-1357.1pp |
| Employer contribution / active EE | $1,323 | $1,458-9.2% | $2,727-51.5% | $2,624-49.6% |
| Participant deferral / active EE | $3,648 | $2,733+33.5% | $4,523-19.3% | $4,348-16.1% |
| Admin fee / account holder | $4,765 | $2,210+115.6% | $6,155-22.6% | $1,944+145.2% |