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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 | $74,994 | $51,638+45.2% | $68,368+9.7% | $82,448-9.0% |
| Participation rate | 27.4% | 63.6%-36.2pp | 73.8%-46.4pp | 68.1%-40.7pp |
| Annual return | 10.00% | 37.53%-27.5pp | 292.57%-282.6pp | 41.64%-31.6pp |
| Employer contribution / active EE | $400 | $2,047-80.5% | $2,649-84.9% | $2,551-84.3% |
| Participant deferral / active EE | $1,252 | $2,914-57.0% | $4,123-69.6% | $4,139-69.8% |
| Admin fee / account holder | $24,679 | $4,643+431.5% | $5,150+379.2% | $7,234+241.1% |