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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 | $62,248 | $29,670+109.8% | $56,054+11.1% | $80,911-23.1% |
| Participation rate | 31.0% | 41.7%-10.6pp | 52.5%-21.4pp | 67.6%-36.6pp |
| Annual return | 7.66% | 35.24%-27.6pp | 1705.95%-1698.3pp | 35.63%-28.0pp |
| Employer contribution / active EE | $598 | $670-10.7% | $1,039-42.5% | $2,756-78.3% |
| Participant deferral / active EE | $1,521 | $1,227+23.9% | $1,952-22.1% | $4,297-64.6% |
| Admin fee / account holder | $5,194 | $2,431+113.7% | $2,822+84.0% | $6,935-25.1% |