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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 | $62,389 | $54,674+14.1% | $76,089-18.0% | $74,429-16.2% |
| Participation rate | 31.5% | 60.3%-28.8pp | 69.1%-37.6pp | 67.2%-35.7pp |
| Annual return | 10.31% | 31.89%-21.6pp | 360.94%-350.6pp | 1368.38%-1358.1pp |
| Employer contribution / active EE | $485 | $1,781-72.8% | $2,690-82.0% | $2,625-81.5% |
| Participant deferral / active EE | $1,495 | $3,071-51.3% | $4,259-64.9% | $4,348-65.6% |
| Admin fee / account holder | $5,253 | $2,238+134.7% | $6,418-18.1% | $1,944+170.2% |