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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 | $75,488 | $50,554+49.3% | $67,681+11.5% | $87,485-13.7% |
| Participation rate | 46.9% | 67.7%-20.8pp | 73.7%-26.9pp | 68.9%-22.1pp |
| Annual return | 5.43% | 17.81%-12.4pp | 590.58%-585.2pp | 26.06%-20.6pp |
| Employer contribution / active EE | $432 | $1,988-78.3% | $2,678-83.9% | $2,596-83.4% |
| Participant deferral / active EE | $4,393 | $2,961+48.3% | $3,976+10.5% | $4,274+2.8% |
| Admin fee / account holder | $5,116 | $4,132+23.8% | $6,100-16.1% | $7,775-34.2% |