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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 | $80,053 | $82,133-2.5% | $147,318-45.7% | $64,097+24.9% |
| Participation rate | 31.4% | 62.3%-30.9pp | 82.1%-50.7pp | 55.2%-23.8pp |
| Annual return | 13.48% | 78.78%-65.3pp | 70.43%-56.9pp | 34.64%-21.2pp |
| Employer contribution / active EE | $567 | $2,872-80.2% | $4,593-87.6% | $1,891-70.0% |
| Participant deferral / active EE | $1,420 | $5,407-73.7% | $7,906-82.0% | $3,080-53.9% |
| Admin fee / account holder | $6,197 | $3,730+66.1% | $13,708-54.8% | $3,454+79.4% |