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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 | $67,362 | $45,900+46.8% | $94,057-28.4% | $64,340+4.7% |
| Participation rate | 41.2% | 50.6%-9.4pp | 73.3%-32.1pp | 55.2%-14.0pp |
| Annual return | 11.26% | 50.47%-39.2pp | 480.62%-469.4pp | 24.14%-12.9pp |
| Employer contribution / active EE | $301 | $1,612-81.3% | $2,933-89.7% | $1,862-83.8% |
| Participant deferral / active EE | $2,123 | $2,102+1.0% | $4,709-54.9% | $2,980-28.8% |
| Admin fee / account holder | $9,316 | $3,143+196.4% | $7,244+28.6% | $3,703+151.6% |