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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 | $64,170 | $56,431+13.7% | $130,788-50.9% | $87,485-26.7% |
| Participation rate | 47.9% | 58.9%-11.0pp | 70.1%-22.2pp | 68.9%-21.0pp |
| Annual return | 4.78% | 91.27%-86.5pp | 386.44%-381.7pp | 26.06%-21.3pp |
| Employer contribution / active EE | $1,301 | $1,549-16.0% | $3,558-63.4% | $2,596-49.9% |
| Participant deferral / active EE | $3,387 | $2,749+23.2% | $4,137-18.1% | $4,274-20.7% |
| Admin fee / account holder | $8,273 | $4,433+86.6% | $6,673+24.0% | $7,775+6.4% |