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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 | $65,337 | $60,454+8.1% | $81,844-20.2% | $74,459-12.3% |
| Participation rate | 42.3% | 63.0%-20.7pp | 72.4%-30.1pp | 67.2%-24.9pp |
| Annual return | 9.67% | 16.87%-7.2pp | 778.87%-769.2pp | 1369.70%-1360.0pp |
| Employer contribution / active EE | $1,314 | $2,630-50.0% | $2,916-55.0% | $2,626-50.0% |
| Participant deferral / active EE | $2,138 | $3,398-37.1% | $4,323-50.5% | $4,350-50.8% |
| Admin fee / account holder | $8,537 | $1,490+472.8% | $7,355+16.1% | $1,945+339.0% |