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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 | $62,082 | $48,337+28.4% | $67,560-8.1% | $80,959-23.3% |
| Participation rate | 51.9% | 66.4%-14.6pp | 72.9%-21.1pp | 67.7%-15.8pp |
| Annual return | 6.06% | 18.26%-12.2pp | 3533.50%-3527.4pp | 35.67%-29.6pp |
| Employer contribution / active EE | $928 | $2,023-54.1% | $2,737-66.1% | $2,757-66.3% |
| Participant deferral / active EE | $1,248 | $2,928-57.4% | $4,004-68.8% | $4,300-71.0% |
| Admin fee / account holder | $9,519 | $3,695+157.6% | $3,994+138.3% | $6,925+37.4% |