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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 | $69,961 | $58,311+20.0% | $81,882-14.6% | $80,959-13.6% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.4%-22.4pp | 67.7%-17.7pp |
| Annual return | 9.67% | 41.85%-32.2pp | 779.47%-769.8pp | 35.67%-26.0pp |
| Employer contribution / active EE | $457 | $2,347-80.5% | $2,916-84.3% | $2,757-83.4% |
| Participant deferral / active EE | $3,552 | $3,287+8.1% | $4,323-17.8% | $4,300-17.4% |
| Admin fee / account holder | $13,668 | $4,752+187.6% | $7,360+85.7% | $6,925+97.4% |