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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 | $62,905 | $51,184+22.9% | $66,439-5.3% | $86,983-27.7% |
| Participation rate | 45.7% | 68.5%-22.8pp | 74.5%-28.8pp | 69.5%-23.8pp |
| Annual return | 8.88% | 17.07%-8.2pp | 757.66%-748.8pp | 25.83%-17.0pp |
| Employer contribution / active EE | $818 | $2,023-59.6% | $2,637-69.0% | $2,584-68.3% |
| Participant deferral / active EE | $1,304 | $2,927-55.5% | $3,876-66.4% | $4,194-68.9% |
| Admin fee / account holder | $26,122 | $4,154+528.8% | $6,173+323.1% | $7,856+232.5% |