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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 | $51,736+30.1% | $120,225-44.0% | $67,986-1.0% |
| Participation rate | 51.4% | 46.1%+5.3pp | 69.6%-18.2pp | 57.2%-5.9pp |
| Annual return | 10.48% | 31.98%-21.5pp | 439.23%-428.7pp | 31.67%-21.2pp |
| Employer contribution / active EE | $990 | $1,071-7.6% | $3,475-71.5% | $2,019-50.9% |
| Participant deferral / active EE | $2,207 | $2,206+0.1% | $3,999-44.8% | $3,358-34.3% |
| Admin fee / account holder | $46,729 | $4,159+1023.5% | $5,696+720.3% | $3,203+1358.8% |