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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 | $58,033 | $52,353+10.8% | $120,225-51.7% | $82,448-29.6% |
| Participation rate | 18.8% | 58.3%-39.6pp | 69.6%-50.8pp | 68.1%-49.3pp |
| Annual return | 11.12% | 61.85%-50.7pp | 439.23%-428.1pp | 41.64%-30.5pp |
| Employer contribution / active EE | $608 | $1,510-59.7% | $3,475-82.5% | $2,551-76.2% |
| Participant deferral / active EE | $1,131 | $2,627-56.9% | $3,999-71.7% | $4,139-72.7% |
| Admin fee / account holder | $2,881 | $4,363-34.0% | $5,696-49.4% | $7,234-60.2% |