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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 | $64,983 | $48,364+34.4% | $71,796-9.5% | $62,881+3.3% |
| Participation rate | 47.4% | 60.6%-13.3pp | 69.1%-21.7pp | 69.3%-21.9pp |
| Annual return | 4.12% | 13.16%-9.0pp | 78.04%-73.9pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,094 | $1,042+5.0% | $1,924-43.1% | $2,281-52.0% |
| Participant deferral / active EE | $2,052 | $2,091-1.9% | $2,794-26.6% | $3,203-35.9% |
| Admin fee / account holder | $16,266 | $3,771+331.3% | $4,815+237.8% | $4,296+278.7% |