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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 | $55,446-28.4% | $155,574-74.5% | $74,429-46.7% |
| Participation rate | 67.3% | 61.9%+5.4pp | 78.2%-10.9pp | 67.2%+0.1pp |
| Annual return | 6.86% | 269.20%-262.3pp | 64.87%-58.0pp | 1368.38%-1361.5pp |
| Employer contribution / active EE | $695 | $2,266-69.4% | $4,676-85.1% | $2,625-73.5% |
| Participant deferral / active EE | $1,436 | $2,836-49.4% | $5,629-74.5% | $4,348-67.0% |
| Admin fee / account holder | $7,994 | $1,743+358.7% | $15,914-49.8% | $1,944+311.2% |