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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 | $62,842 | $53,128+18.3% | $86,582-27.4% | $70,126-10.4% |
| Participation rate | 38.3% | 65.3%-27.0pp | 73.5%-35.2pp | 69.5%-31.2pp |
| Annual return | 12.40% | 27.66%-15.3pp | 965.08%-952.7pp | 73.15%-60.8pp |
| Employer contribution / active EE | $366 | $2,068-82.3% | $2,839-87.1% | $2,343-84.4% |
| Participant deferral / active EE | $801 | $2,695-70.3% | $3,609-77.8% | $3,332-76.0% |
| Admin fee / account holder | $12,168 | $3,584+239.5% | $4,904+148.1% | $4,645+161.9% |