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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 | $74,136 | $63,346+17.0% | $92,240-19.6% | $70,126+5.7% |
| Participation rate | 49.2% | 68.7%-19.5pp | 76.5%-27.3pp | 69.5%-20.3pp |
| Annual return | 12.08% | 530.19%-518.1pp | 176.29%-164.2pp | 73.15%-61.1pp |
| Employer contribution / active EE | $655 | $2,471-73.5% | $3,680-82.2% | $2,343-72.0% |
| Participant deferral / active EE | $3,508 | $2,854+22.9% | $3,897-10.0% | $3,332+5.3% |
| Admin fee / account holder | $1,418 | $3,841-63.1% | $5,194-72.7% | $4,645-69.5% |