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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 | $47,479+45.3% | $62,929+9.6% | $82,448-16.3% |
| Participation rate | 64.0% | 66.9%-2.8pp | 73.1%-9.1pp | 68.1%-4.0pp |
| Annual return | 9.93% | 20.34%-10.4pp | 1063.93%-1054.0pp | 41.64%-31.7pp |
| Employer contribution / active EE | $740 | $1,885-60.8% | $2,505-70.5% | $2,551-71.0% |
| Participant deferral / active EE | $1,369 | $2,870-52.3% | $3,888-64.8% | $4,139-66.9% |
| Admin fee / account holder | $15,676 | $3,804+312.1% | $5,065+209.5% | $7,234+116.7% |