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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 | $58,068 | $51,638+12.5% | $68,368-15.1% | $82,448-29.6% |
| Participation rate | 50.0% | 63.6%-13.6pp | 73.8%-23.8pp | 68.1%-18.1pp |
| Annual return | 13.19% | 37.53%-24.3pp | 292.57%-279.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $488 | $2,047-76.2% | $2,649-81.6% | $2,551-80.9% |
| Participant deferral / active EE | $5,091 | $2,914+74.7% | $4,123+23.5% | $4,139+23.0% |
| Admin fee / account holder | $9,940 | $4,643+114.1% | $5,150+93.0% | $7,234+37.4% |