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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 | $61,661 | $59,456+3.7% | $93,669-34.2% | $74,429-17.2% |
| Participation rate | 28.2% | 59.6%-31.4pp | 68.7%-40.5pp | 67.2%-39.0pp |
| Annual return | 9.66% | 82.00%-72.3pp | 133.59%-123.9pp | 1368.38%-1358.7pp |
| Employer contribution / active EE | $790 | $1,266-37.6% | $2,424-67.4% | $2,625-69.9% |
| Participant deferral / active EE | $1,632 | $3,052-46.5% | $4,416-63.0% | $4,348-62.5% |
| Admin fee / account holder | $2,145 | $3,026-29.1% | $8,291-74.1% | $1,944+10.3% |