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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 | $68,886 | $50,554+36.3% | $67,681+1.8% | $87,485-21.3% |
| Participation rate | 62.1% | 67.7%-5.7pp | 73.7%-11.7pp | 68.9%-6.9pp |
| Annual return | 7.46% | 17.81%-10.4pp | 590.58%-583.1pp | 26.06%-18.6pp |
| Employer contribution / active EE | $994 | $1,988-50.0% | $2,678-62.9% | $2,596-61.7% |
| Participant deferral / active EE | $3,788 | $2,961+27.9% | $3,976-4.7% | $4,274-11.4% |
| Admin fee / account holder | $26,206 | $4,132+534.1% | $6,100+329.6% | $7,775+237.1% |