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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 | $48,011+23.1% | $63,803-7.4% | $82,637-28.5% |
| Participation rate | 40.6% | 66.6%-26.0pp | 72.7%-32.1pp | 68.1%-27.5pp |
| Annual return | 10.18% | 19.84%-9.7pp | 543.72%-533.5pp | 53.51%-43.3pp |
| Employer contribution / active EE | $848 | $1,904-55.5% | $2,532-66.5% | $2,552-66.8% |
| Participant deferral / active EE | $2,399 | $2,846-15.7% | $3,843-37.6% | $4,126-41.9% |
| Admin fee / account holder | $6,363 | $3,873+64.3% | $5,196+22.4% | $7,339-13.3% |