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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 | $63,312 | $53,063+19.3% | $124,206-49.0% | $82,637-23.4% |
| Participation rate | 45.7% | 58.4%-12.7pp | 69.6%-23.9pp | 68.1%-22.3pp |
| Annual return | 9.69% | 68.87%-59.2pp | 515.27%-505.6pp | 53.51%-43.8pp |
| Employer contribution / active EE | $837 | $1,530-45.3% | $3,540-76.4% | $2,552-67.2% |
| Participant deferral / active EE | $3,409 | $2,644+28.9% | $3,968-14.1% | $4,126-17.4% |
| Admin fee / account holder | $16,134 | $4,281+276.9% | $5,929+172.1% | $7,339+119.8% |