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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 | $67,038 | $28,624+134.2% | $53,647+25.0% | $82,637-18.9% |
| Participation rate | 64.7% | 47.3%+17.4pp | 56.3%+8.4pp | 68.1%-3.3pp |
| Annual return | 11.98% | 664.98%-653.0pp | 358.33%-346.3pp | 53.51%-41.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,766 | $1,196+131.3% | $1,813+52.6% | $4,126-33.0% |
| Admin fee / account holder | $6,488 | $2,022+220.9% | $2,460+163.8% | $7,339-11.6% |