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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 | $68,039 | $61,125+11.3% | $94,057-27.7% | $87,485-22.2% |
| Participation rate | 37.3% | 64.1%-26.7pp | 73.3%-36.0pp | 68.9%-31.6pp |
| Annual return | 9.49% | 35.20%-25.7pp | 480.62%-471.1pp | 26.06%-16.6pp |
| Employer contribution / active EE | $469 | $2,136-78.1% | $2,933-84.0% | $2,596-81.9% |
| Participant deferral / active EE | $826 | $3,260-74.7% | $4,709-82.5% | $4,274-80.7% |
| Admin fee / account holder | $12,562 | $5,629+123.2% | $7,244+73.4% | $7,775+61.6% |