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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 | $78,040 | $49,976+56.2% | $66,674+17.0% | $82,637-5.6% |
| Participation rate | 50.5% | 63.1%-12.6pp | 73.7%-23.2pp | 68.1%-17.5pp |
| Annual return | 11.64% | 39.09%-27.4pp | 321.24%-309.6pp | 53.51%-41.9pp |
| Employer contribution / active EE | $1,828 | $1,988-8.1% | $2,620-30.2% | $2,552-28.4% |
| Participant deferral / active EE | $2,765 | $2,847-2.9% | $4,084-32.3% | $4,126-33.0% |
| Admin fee / account holder | $1,604 | $4,594-65.1% | $5,098-68.5% | $7,339-78.1% |