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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 | $66,230 | $60,261+9.9% | $81,783-19.0% | $74,546-11.2% |
| Participation rate | 60.7% | 62.9%-2.2pp | 72.4%-11.6pp | 67.2%-6.5pp |
| Annual return | 9.08% | 16.88%-7.8pp | 775.05%-766.0pp | 1366.03%-1357.0pp |
| Employer contribution / active EE | $959 | $2,622-63.4% | $2,913-67.1% | $2,624-63.5% |
| Participant deferral / active EE | $2,254 | $3,388-33.5% | $4,320-47.8% | $4,347-48.1% |
| Admin fee / account holder | $4,567 | $1,482+208.0% | $7,380-38.1% | $1,944+135.0% |