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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 | $68,695 | $34,316+100.2% | $74,723-8.1% | $72,976-5.9% |
| Participation rate | 48.4% | 42.4%+6.0pp | 54.5%-6.1pp | 69.5%-21.1pp |
| Annual return | 5.84% | 26.58%-20.7pp | 753.18%-747.3pp | 81.02%-75.2pp |
| Employer contribution / active EE | $583 | $692-15.7% | $1,084-46.2% | $2,440-76.1% |
| Participant deferral / active EE | $739 | $1,272-41.9% | $1,962-62.3% | $3,608-79.5% |
| Admin fee / account holder | $1,691 | $2,125-20.4% | $3,335-49.3% | $5,124-67.0% |