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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 | $69,740 | $51,638+35.1% | $68,368+2.0% | $82,448-15.4% |
| Participation rate | 50.0% | 63.6%-13.6pp | 73.8%-23.8pp | 68.1%-18.1pp |
| Annual return | 10.25% | 37.53%-27.3pp | 292.57%-282.3pp | 41.64%-31.4pp |
| Employer contribution / active EE | $1,912 | $2,047-6.6% | $2,649-27.8% | $2,551-25.0% |
| Participant deferral / active EE | $2,356 | $2,914-19.1% | $4,123-42.8% | $4,139-43.1% |
| Admin fee / account holder | $2,374 | $4,643-48.9% | $5,150-53.9% | $7,234-67.2% |