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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 | $69,222 | $52,581+31.6% | $130,788-47.1% | $64,340+7.6% |
| Participation rate | 21.2% | 46.5%-25.3pp | 70.1%-48.9pp | 55.2%-34.0pp |
| Annual return | 10.55% | 20.39%-9.8pp | 386.44%-375.9pp | 24.14%-13.6pp |
| Employer contribution / active EE | $445 | $1,031-56.8% | $3,558-87.5% | $1,862-76.1% |
| Participant deferral / active EE | $973 | $2,200-55.8% | $4,137-76.5% | $2,980-67.4% |
| Admin fee / account holder | $27,514 | $4,583+500.3% | $6,673+312.3% | $3,703+643.1% |