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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 | $62,086 | $58,311+6.5% | $81,882-24.2% | $80,959-23.3% |
| Participation rate | 38.2% | 63.5%-25.3pp | 72.4%-34.2pp | 67.7%-29.4pp |
| Annual return | 5.71% | 41.85%-36.1pp | 779.47%-773.8pp | 35.67%-30.0pp |
| Employer contribution / active EE | $844 | $2,347-64.0% | $2,916-71.0% | $2,757-69.4% |
| Participant deferral / active EE | $1,670 | $3,287-49.2% | $4,323-61.4% | $4,300-61.2% |
| Admin fee / account holder | $64,831 | $4,752+1264.3% | $7,360+780.9% | $6,925+836.1% |