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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 | $51,736+33.8% | $120,225-42.4% | $67,986+1.8% |
| Participation rate | 21.2% | 46.1%-24.8pp | 69.6%-48.3pp | 57.2%-36.0pp |
| Annual return | 10.55% | 31.98%-21.4pp | 439.23%-428.7pp | 31.67%-21.1pp |
| Employer contribution / active EE | $445 | $1,071-58.4% | $3,475-87.2% | $2,019-77.9% |
| Participant deferral / active EE | $973 | $2,206-55.9% | $3,999-75.7% | $3,358-71.0% |
| Admin fee / account holder | $27,514 | $4,159+561.5% | $5,696+383.0% | $3,203+758.9% |