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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 | $70,078 | $58,292+20.2% | $86,640-19.1% | $71,511-2.0% |
| Participation rate | 34.7% | 65.0%-30.3pp | 71.7%-37.0pp | 67.9%-33.2pp |
| Annual return | 10.08% | 21.63%-11.5pp | 592.52%-582.4pp | 28.86%-18.8pp |
| Employer contribution / active EE | $862 | $2,574-66.5% | $3,024-71.5% | $2,589-66.7% |
| Participant deferral / active EE | $2,124 | $3,438-38.2% | $4,438-52.1% | $4,291-50.5% |
| Admin fee / account holder | $4,353 | $1,057+311.7% | $5,616-22.5% | $1,588+174.0% |