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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 | $51,571 | $39,036+32.1% | $80,784-36.2% | $85,851-39.9% |
| Participation rate | 31.9% | 41.6%-9.6pp | 54.2%-22.3pp | 69.3%-37.4pp |
| Annual return | 9.95% | 26.31%-16.4pp | 87.31%-77.4pp | 318.63%-308.7pp |
| Employer contribution / active EE | $456 | $722-36.9% | $1,160-60.7% | $2,565-82.2% |
| Participant deferral / active EE | $1,037 | $1,326-21.8% | $2,145-51.7% | $3,952-73.8% |
| Admin fee / account holder | $1,643 | $2,429-32.4% | $3,380-51.4% | $6,261-73.8% |