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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 | $58,659 | $42,546+37.9% | $71,796-18.3% | $55,167+6.3% |
| Participation rate | 43.0% | 59.1%-16.1pp | 69.1%-26.1pp | 69.0%-26.0pp |
| Annual return | 4.19% | 12.36%-8.2pp | 78.04%-73.9pp | 169.23%-165.0pp |
| Employer contribution / active EE | $396 | $803-50.7% | $1,924-79.4% | $1,963-79.8% |
| Participant deferral / active EE | $2,217 | $2,064+7.4% | $2,794-20.7% | $3,054-27.4% |
| Admin fee / account holder | $5,836 | $650+798.3% | $4,815+21.2% | $504+1058.1% |