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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 | $73,110 | $63,346+15.4% | $92,240-20.7% | $70,126+4.3% |
| Participation rate | 35.4% | 68.7%-33.2pp | 76.5%-41.0pp | 69.5%-34.1pp |
| Annual return | 11.96% | 530.19%-518.2pp | 176.29%-164.3pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,252 | $2,471-49.3% | $3,680-66.0% | $2,343-46.6% |
| Participant deferral / active EE | $1,153 | $2,854-59.6% | $3,897-70.4% | $3,332-65.4% |
| Admin fee / account holder | $2,312 | $3,841-39.8% | $5,194-55.5% | $4,645-50.2% |