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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 | $53,903 | $70,684-23.7% | $169,397-68.2% | $75,177-28.3% |
| Participation rate | 69.7% | 64.8%+4.9pp | 77.2%-7.5pp | 67.2%+2.5pp |
| Annual return | 13.94% | 36.38%-22.4pp | 406.23%-392.3pp | 160.75%-146.8pp |
| Employer contribution / active EE | $810 | $2,211-63.4% | $4,013-79.8% | $2,671-69.7% |
| Participant deferral / active EE | $1,936 | $4,310-55.1% | $6,223-68.9% | $4,126-53.1% |
| Admin fee / account holder | $8,560 | $5,404+58.4% | $9,017-5.1% | $5,651+51.5% |