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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 | $72,174 | $58,828+22.7% | $78,002-7.5% | $62,881+14.8% |
| Participation rate | 59.3% | 71.1%-11.8pp | 75.5%-16.3pp | 69.3%-10.0pp |
| Annual return | 4.63% | 17.16%-12.5pp | 425.99%-421.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $378 | $1,672-77.4% | $2,470-84.7% | $2,281-83.4% |
| Participant deferral / active EE | $1,958 | $2,686-27.1% | $3,497-44.0% | $3,203-38.9% |
| Admin fee / account holder | $10,687 | $4,393+143.2% | $5,481+95.0% | $4,296+148.8% |