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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 | $68,995 | $50,554+36.5% | $67,681+1.9% | $87,485-21.1% |
| Participation rate | 64.0% | 67.7%-3.7pp | 73.7%-9.7pp | 68.9%-4.9pp |
| Annual return | 9.93% | 17.81%-7.9pp | 590.58%-580.7pp | 26.06%-16.1pp |
| Employer contribution / active EE | $740 | $1,988-62.8% | $2,678-72.4% | $2,596-71.5% |
| Participant deferral / active EE | $1,369 | $2,961-53.8% | $3,976-65.6% | $4,274-68.0% |
| Admin fee / account holder | $15,676 | $4,132+279.3% | $6,100+157.0% | $7,775+101.6% |