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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 | $67,584 | $49,976+35.2% | $66,674+1.4% | $82,637-18.2% |
| Participation rate | 30.3% | 63.1%-32.8pp | 73.7%-43.4pp | 68.1%-37.8pp |
| Annual return | 10.19% | 39.09%-28.9pp | 321.24%-311.1pp | 53.51%-43.3pp |
| Employer contribution / active EE | $276 | $1,988-86.1% | $2,620-89.5% | $2,552-89.2% |
| Participant deferral / active EE | $1,073 | $2,847-62.3% | $4,084-73.7% | $4,126-74.0% |
| Admin fee / account holder | $13,644 | $4,594+197.0% | $5,098+167.6% | $7,339+85.9% |