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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 | $69,559 | $48,011+44.9% | $63,803+9.0% | $82,637-15.8% |
| Participation rate | 54.8% | 66.6%-11.8pp | 72.7%-17.9pp | 68.1%-13.3pp |
| Annual return | 8.79% | 19.84%-11.1pp | 543.72%-534.9pp | 53.51%-44.7pp |
| Employer contribution / active EE | $667 | $1,904-64.9% | $2,532-73.6% | $2,552-73.8% |
| Participant deferral / active EE | $3,706 | $2,846+30.2% | $3,843-3.6% | $4,126-10.2% |
| Admin fee / account holder | $8,117 | $3,873+109.6% | $5,196+56.2% | $7,339+10.6% |