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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 | $63,086 | $56,431+11.8% | $130,788-51.8% | $87,485-27.9% |
| Participation rate | 32.9% | 58.9%-26.0pp | 70.1%-37.2pp | 68.9%-36.0pp |
| Annual return | 6.34% | 91.27%-84.9pp | 386.44%-380.1pp | 26.06%-19.7pp |
| Employer contribution / active EE | $889 | $1,549-42.6% | $3,558-75.0% | $2,596-65.8% |
| Participant deferral / active EE | $1,650 | $2,749-40.0% | $4,137-60.1% | $4,274-61.4% |
| Admin fee / account holder | $5,628 | $4,433+27.0% | $6,673-15.7% | $7,775-27.6% |