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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 | $68,277 | $80,753-15.5% | $136,298-49.9% | $62,293+9.6% |
| Participation rate | 48.4% | 73.5%-25.1pp | 81.9%-33.5pp | 69.5%-21.1pp |
| Annual return | 8.82% | 35.83%-27.0pp | 5156.27%-5147.5pp | 28.90%-20.1pp |
| Employer contribution / active EE | $1,479 | $2,884-48.7% | $4,696-68.5% | $2,042-27.6% |
| Participant deferral / active EE | $3,860 | $5,164-25.2% | $6,247-38.2% | $3,169+21.8% |
| Admin fee / account holder | $2,332 | $525+343.9% | $9,244-74.8% | $479+386.6% |