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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 | $71,425 | $51,638+38.3% | $68,368+4.5% | $82,448-13.4% |
| Participation rate | 54.1% | 63.6%-9.6pp | 73.8%-19.7pp | 68.1%-14.0pp |
| Annual return | 12.98% | 37.53%-24.5pp | 292.57%-279.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,149 | $2,047-43.9% | $2,649-56.6% | $2,551-55.0% |
| Participant deferral / active EE | $1,834 | $2,914-37.1% | $4,123-55.5% | $4,139-55.7% |
| Admin fee / account holder | $10,847 | $4,643+133.6% | $5,150+110.6% | $7,234+49.9% |