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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 | $74,118 | $63,346+17.0% | $92,239-19.6% | $70,124+5.7% |
| Participation rate | 52.2% | 68.7%-16.4pp | 76.5%-24.3pp | 69.5%-17.3pp |
| Annual return | 10.50% | 530.19%-519.7pp | 176.29%-165.8pp | 73.14%-62.6pp |
| Employer contribution / active EE | $889 | $2,471-64.0% | $3,680-75.8% | $2,342-62.1% |
| Participant deferral / active EE | $1,841 | $2,854-35.5% | $3,897-52.7% | $3,332-44.7% |
| Admin fee / account holder | $8,790 | $3,841+128.9% | $5,194+69.2% | $4,645+89.2% |