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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 | $66,988 | $55,472+20.8% | $155,567-56.9% | $74,546-10.1% |
| Participation rate | 49.3% | 61.9%-12.6pp | 78.2%-28.9pp | 67.2%-17.9pp |
| Annual return | 5.13% | 268.72%-263.6pp | 64.74%-59.6pp | 1366.03%-1360.9pp |
| Employer contribution / active EE | $910 | $2,269-59.9% | $4,674-80.5% | $2,624-65.3% |
| Participant deferral / active EE | $1,381 | $2,838-51.3% | $5,628-75.5% | $4,347-68.2% |
| Admin fee / account holder | $3,685 | $1,743+111.5% | $15,916-76.8% | $1,944+89.6% |