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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 | $69,650 | $29,736+134.2% | $56,033+24.3% | $80,935-13.9% |
| Participation rate | 32.3% | 41.7%-9.4pp | 52.5%-20.2pp | 67.7%-35.4pp |
| Annual return | 10.00% | 35.28%-25.3pp | 1711.38%-1701.4pp | 35.66%-25.7pp |
| Employer contribution / active EE | $429 | $671-36.0% | $1,041-58.7% | $2,757-84.4% |
| Participant deferral / active EE | $1,266 | $1,228+3.1% | $1,954-35.2% | $4,299-70.6% |
| Admin fee / account holder | $5,060 | $2,434+107.9% | $2,827+79.0% | $6,924-26.9% |