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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 | $67,707 | $51,184+32.3% | $66,439+1.9% | $86,983-22.2% |
| Participation rate | 50.6% | 68.5%-17.9pp | 74.5%-23.9pp | 69.5%-18.9pp |
| Annual return | 10.37% | 17.07%-6.7pp | 757.66%-747.3pp | 25.83%-15.5pp |
| Employer contribution / active EE | $454 | $2,023-77.6% | $2,637-82.8% | $2,584-82.5% |
| Participant deferral / active EE | $2,180 | $2,927-25.5% | $3,876-43.8% | $4,194-48.0% |
| Admin fee / account holder | $3,203 | $4,154-22.9% | $6,173-48.1% | $7,856-59.2% |