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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 | $76,480 | $69,252+10.4% | $64,099+19.3% | $139,456-45.2% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 7.48% | 45.89%-38.4pp | 33.70%-26.2pp | 373.45%-366.0pp |
| Employer contribution / active EE | $1,406 | $3,184-55.8% | $2,748-48.8% | $4,753-70.4% |
| Participant deferral / active EE | $900 | $4,683-80.8% | $3,881-76.8% | $6,711-86.6% |
| Admin fee / account holder | $3,945 | $4,248-7.1% | $3,070+28.5% | $11,407-65.4% |