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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 | $48,011+41.0% | $63,803+6.1% | $82,637-18.1% |
| Participation rate | 50.6% | 66.6%-16.0pp | 72.7%-22.1pp | 68.1%-17.5pp |
| Annual return | 10.37% | 19.84%-9.5pp | 543.72%-533.4pp | 53.51%-43.1pp |
| Employer contribution / active EE | $454 | $1,904-76.2% | $2,532-82.1% | $2,552-82.2% |
| Participant deferral / active EE | $2,180 | $2,846-23.4% | $3,843-43.3% | $4,126-47.2% |
| Admin fee / account holder | $3,203 | $3,873-17.3% | $5,196-38.4% | $7,339-56.4% |