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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 | $57,395 | $52,353+9.6% | $120,225-52.3% | $82,448-30.4% |
| Participation rate | 42.3% | 58.3%-16.0pp | 69.6%-27.3pp | 68.1%-25.8pp |
| Annual return | 11.76% | 61.85%-50.1pp | 439.23%-427.5pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,561 | $1,510+3.3% | $3,475-55.1% | $2,551-38.8% |
| Participant deferral / active EE | $4,046 | $2,627+54.0% | $3,999+1.2% | $4,139-2.3% |
| Admin fee / account holder | $42,289 | $4,363+869.4% | $5,696+642.4% | $7,234+484.6% |