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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 | $55,854 | $45,123+23.8% | $85,240-34.5% | $74,478-25.0% |
| Participation rate | 50.8% | 49.4%+1.4pp | 67.5%-16.7pp | 67.2%-16.4pp |
| Annual return | 9.89% | 26.32%-16.4pp | 66.75%-56.9pp | 1370.56%-1360.7pp |
| Employer contribution / active EE | $862 | $1,459-40.9% | $2,735-68.5% | $2,626-67.2% |
| Participant deferral / active EE | $1,963 | $2,736-28.3% | $4,527-56.6% | $4,350-54.9% |
| Admin fee / account holder | $4,434 | $2,215+100.2% | $6,165-28.1% | $1,946+127.9% |