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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 | $67,691 | $51,638+31.1% | $68,368-1.0% | $82,448-17.9% |
| Participation rate | 36.4% | 63.6%-27.2pp | 73.8%-37.4pp | 68.1%-31.7pp |
| Annual return | 11.54% | 37.53%-26.0pp | 292.57%-281.0pp | 41.64%-30.1pp |
| Employer contribution / active EE | $1,428 | $2,047-30.2% | $2,649-46.1% | $2,551-44.0% |
| Participant deferral / active EE | $2,180 | $2,914-25.2% | $4,123-47.1% | $4,139-47.3% |
| Admin fee / account holder | $29,546 | $4,643+536.3% | $5,150+473.7% | $7,234+308.4% |