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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 | $62,949 | $51,638+21.9% | $68,368-7.9% | $82,448-23.7% |
| Participation rate | 40.0% | 63.6%-23.6pp | 73.8%-33.8pp | 68.1%-28.1pp |
| Annual return | 11.96% | 37.53%-25.6pp | 292.57%-280.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $906 | $2,047-55.7% | $2,649-65.8% | $2,551-64.5% |
| Participant deferral / active EE | $1,820 | $2,914-37.5% | $4,123-55.8% | $4,139-56.0% |
| Admin fee / account holder | $16,853 | $4,643+262.9% | $5,150+227.3% | $7,234+133.0% |