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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 | $56,667 | $51,606+9.8% | $129,339-56.2% | $80,911-30.0% |
| Participation rate | 38.9% | 57.0%-18.1pp | 69.6%-30.7pp | 67.6%-28.8pp |
| Annual return | 9.78% | 20.76%-11.0pp | 9437.05%-9427.3pp | 35.63%-25.9pp |
| Employer contribution / active EE | $445 | $1,582-71.9% | $4,154-89.3% | $2,756-83.8% |
| Participant deferral / active EE | $3,562 | $2,669+33.5% | $4,170-14.6% | $4,297-17.1% |
| Admin fee / account holder | $26,138 | $4,310+506.5% | $7,668+240.9% | $6,935+276.9% |