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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 | $69,832 | $58,311+19.8% | $81,882-14.7% | $80,959-13.7% |
| Participation rate | 28.1% | 63.5%-35.4pp | 72.4%-44.3pp | 67.7%-39.5pp |
| Annual return | 9.81% | 41.85%-32.0pp | 779.47%-769.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $488 | $2,347-79.2% | $2,916-83.3% | $2,757-82.3% |
| Participant deferral / active EE | $2,575 | $3,287-21.7% | $4,323-40.4% | $4,300-40.1% |
| Admin fee / account holder | $10,820 | $4,752+127.7% | $7,360+47.0% | $6,925+56.2% |