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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 | $66,116 | $48,314+36.8% | $67,561-2.1% | $80,925-18.3% |
| Participation rate | 63.9% | 66.4%-2.5pp | 72.9%-9.0pp | 67.7%-3.8pp |
| Annual return | 10.85% | 18.28%-7.4pp | 3525.44%-3514.6pp | 35.65%-24.8pp |
| Employer contribution / active EE | $1,172 | $2,022-42.0% | $2,735-57.1% | $2,756-57.5% |
| Participant deferral / active EE | $2,067 | $2,927-29.4% | $4,003-48.4% | $4,299-51.9% |
| Admin fee / account holder | $10,583 | $3,690+186.8% | $4,006+164.2% | $6,940+52.5% |