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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 | $74,307 | $61,755+20.3% | $97,161-23.5% | $80,911-8.2% |
| Participation rate | 32.3% | 63.5%-31.2pp | 72.7%-40.4pp | 67.6%-35.3pp |
| Annual return | 8.86% | -557.90%+566.8pp | 75.36%-66.5pp | 35.63%-26.8pp |
| Employer contribution / active EE | $580 | $1,835-68.4% | $2,723-78.7% | $2,756-78.9% |
| Participant deferral / active EE | $1,331 | $3,026-56.0% | $4,265-68.8% | $4,297-69.0% |
| Admin fee / account holder | $9,708 | $5,166+87.9% | $5,647+71.9% | $6,935+40.0% |