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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 | $67,098 | $56,431+18.9% | $130,788-48.7% | $87,485-23.3% |
| Participation rate | 56.0% | 58.9%-2.9pp | 70.1%-14.1pp | 68.9%-12.9pp |
| Annual return | 6.89% | 91.27%-84.4pp | 386.44%-379.6pp | 26.06%-19.2pp |
| Employer contribution / active EE | $920 | $1,549-40.6% | $3,558-74.2% | $2,596-64.6% |
| Participant deferral / active EE | $1,895 | $2,749-31.1% | $4,137-54.2% | $4,274-55.7% |
| Admin fee / account holder | $1,696 | $4,433-61.7% | $6,673-74.6% | $7,775-78.2% |