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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 | $67,331 | $58,408+15.3% | $180,320-62.7% | $69,733-3.4% |
| Participation rate | 51.4% | 54.2%-2.9pp | 71.5%-20.2pp | 62.5%-11.1pp |
| Annual return | 10.48% | 15.02%-4.5pp | 778.54%-768.1pp | 15.22%-4.7pp |
| Employer contribution / active EE | $990 | $1,159-14.6% | $4,108-75.9% | $2,250-56.0% |
| Participant deferral / active EE | $2,207 | $2,723-18.9% | $4,304-48.7% | $3,054-27.7% |
| Admin fee / account holder | $46,729 | $4,205+1011.3% | $10,000+367.3% | $3,102+1406.4% |