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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 | $73,180 | $55,902+30.9% | $76,030-3.7% | $80,959-9.6% |
| Participation rate | 46.4% | 62.1%-15.6pp | 69.1%-22.6pp | 67.7%-21.2pp |
| Annual return | 8.85% | 20.59%-11.7pp | 361.54%-352.7pp | 35.67%-26.8pp |
| Employer contribution / active EE | $617 | $1,867-66.9% | $2,688-77.0% | $2,757-77.6% |
| Participant deferral / active EE | $1,809 | $3,051-40.7% | $4,257-57.5% | $4,300-57.9% |
| Admin fee / account holder | $9,988 | $5,239+90.6% | $6,421+55.6% | $6,925+44.2% |