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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 | $49,976+35.4% | $66,674+1.5% | $82,637-18.1% |
| Participation rate | 36.4% | 63.1%-26.7pp | 73.7%-37.3pp | 68.1%-31.7pp |
| Annual return | 11.54% | 39.09%-27.6pp | 321.24%-309.7pp | 53.51%-42.0pp |
| Employer contribution / active EE | $1,428 | $1,988-28.2% | $2,620-45.5% | $2,552-44.0% |
| Participant deferral / active EE | $2,180 | $2,847-23.4% | $4,084-46.6% | $4,126-47.2% |
| Admin fee / account holder | $29,546 | $4,594+543.2% | $5,098+479.5% | $7,339+302.6% |