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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 | $59,112 | $51,184+15.5% | $66,439-11.0% | $86,983-32.0% |
| Participation rate | 40.6% | 68.5%-27.9pp | 74.5%-33.9pp | 69.5%-29.0pp |
| Annual return | 10.18% | 17.07%-6.9pp | 757.66%-747.5pp | 25.83%-15.7pp |
| Employer contribution / active EE | $848 | $2,023-58.1% | $2,637-67.8% | $2,584-67.2% |
| Participant deferral / active EE | $2,399 | $2,927-18.1% | $3,876-38.1% | $4,194-42.8% |
| Admin fee / account holder | $6,363 | $4,154+53.2% | $6,173+3.1% | $7,856-19.0% |