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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 | $51,638+31.8% | $68,368-0.5% | $82,448-17.5% |
| Participation rate | 37.3% | 63.6%-26.3pp | 73.8%-36.4pp | 68.1%-30.7pp |
| Annual return | 9.49% | 37.53%-28.0pp | 292.57%-283.1pp | 41.64%-32.1pp |
| Employer contribution / active EE | $469 | $2,047-77.1% | $2,649-82.3% | $2,551-81.6% |
| Participant deferral / active EE | $826 | $2,914-71.6% | $4,123-80.0% | $4,139-80.0% |
| Admin fee / account holder | $12,562 | $4,643+170.5% | $5,150+143.9% | $7,234+73.7% |