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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 | $63,392 | $56,134+12.9% | $96,192-34.1% | $85,851-26.2% |
| Participation rate | 47.5% | 56.7%-9.2pp | 68.4%-20.9pp | 69.3%-21.8pp |
| Annual return | 11.06% | 42.30%-31.2pp | 192.09%-181.0pp | 318.63%-307.6pp |
| Employer contribution / active EE | $1,081 | $1,620-33.3% | $2,799-61.4% | $2,565-57.9% |
| Participant deferral / active EE | $2,685 | $2,858-6.0% | $4,351-38.3% | $3,952-32.1% |
| Admin fee / account holder | $687 | $3,769-81.8% | $5,539-87.6% | $6,261-89.0% |