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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 | $48,277+28.6% | $67,511-8.0% | $80,874-23.2% |
| Participation rate | 51.9% | 66.4%-14.5pp | 72.9%-21.0pp | 67.6%-15.8pp |
| Annual return | 6.06% | 18.27%-12.2pp | 3517.41%-3511.4pp | 35.62%-29.6pp |
| Employer contribution / active EE | $928 | $2,021-54.1% | $2,733-66.0% | $2,756-66.3% |
| Participant deferral / active EE | $1,248 | $2,926-57.4% | $4,000-68.8% | $4,297-71.0% |
| Admin fee / account holder | $9,519 | $3,687+158.2% | $3,999+138.0% | $6,935+37.3% |