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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 | $68,425 | $58,241+17.5% | $81,780-16.3% | $80,911-15.4% |
| Participation rate | 48.8% | 63.4%-14.6pp | 72.4%-23.5pp | 67.6%-18.8pp |
| Annual return | 9.04% | 41.73%-32.7pp | 776.27%-767.2pp | 35.63%-26.6pp |
| Employer contribution / active EE | $2,072 | $2,343-11.6% | $2,914-28.9% | $2,756-24.8% |
| Participant deferral / active EE | $5,149 | $3,283+56.9% | $4,321+19.2% | $4,297+19.8% |
| Admin fee / account holder | $6,886 | $4,973+38.5% | $7,384-6.7% | $6,935-0.7% |