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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 | $39,707 | $55,470-28.4% | $155,556-74.5% | $74,478-46.7% |
| Participation rate | 67.3% | 61.9%+5.4pp | 78.2%-11.0pp | 67.2%+0.1pp |
| Annual return | 6.86% | 269.80%-262.9pp | 64.84%-58.0pp | 1370.56%-1363.7pp |
| Employer contribution / active EE | $695 | $2,267-69.4% | $4,675-85.1% | $2,626-73.6% |
| Participant deferral / active EE | $1,436 | $2,838-49.4% | $5,631-74.5% | $4,350-67.0% |
| Admin fee / account holder | $7,994 | $1,744+358.3% | $15,885-49.7% | $1,946+310.8% |