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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 | $70,356 | $45,900+53.3% | $94,057-25.2% | $64,340+9.4% |
| Participation rate | 45.5% | 50.6%-5.1pp | 73.3%-27.9pp | 55.2%-9.8pp |
| Annual return | 11.03% | 50.47%-39.4pp | 480.62%-469.6pp | 24.14%-13.1pp |
| Employer contribution / active EE | $1,619 | $1,612+0.4% | $2,933-44.8% | $1,862-13.0% |
| Participant deferral / active EE | $2,389 | $2,102+13.7% | $4,709-49.3% | $2,980-19.8% |
| Admin fee / account holder | $1,357 | $3,143-56.8% | $7,244-81.3% | $3,703-63.4% |