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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 | $52,356 | $34,316+52.6% | $74,723-29.9% | $72,976-28.3% |
| Participation rate | 59.0% | 42.4%+16.6pp | 54.5%+4.5pp | 69.5%-10.5pp |
| Annual return | 17.48% | 26.58%-9.1pp | 753.18%-735.7pp | 81.02%-63.5pp |
| Employer contribution / active EE | $962 | $692+39.0% | $1,084-11.3% | $2,440-60.6% |
| Participant deferral / active EE | $2,566 | $1,272+101.8% | $1,962+30.8% | $3,608-28.9% |
| Admin fee / account holder | $4,366 | $2,125+105.5% | $3,335+30.9% | $5,124-14.8% |