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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 | $64,812 | $51,642+25.5% | $129,384-49.9% | $80,935-19.9% |
| Participation rate | 57.6% | 56.9%+0.7pp | 69.6%-12.1pp | 67.7%-10.1pp |
| Annual return | 10.34% | 20.78%-10.4pp | 9461.77%-9451.4pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,892 | $1,583+19.5% | $4,153-54.4% | $2,757-31.4% |
| Participant deferral / active EE | $4,691 | $2,670+75.7% | $4,166+12.6% | $4,299+9.1% |
| Admin fee / account holder | $11,122 | $4,312+158.0% | $7,686+44.7% | $6,924+60.6% |