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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 | $51,642+9.7% | $129,384-56.2% | $80,935-30.0% |
| Participation rate | 38.9% | 56.9%-18.0pp | 69.6%-30.7pp | 67.7%-28.8pp |
| Annual return | 9.78% | 20.78%-11.0pp | 9461.77%-9452.0pp | 35.66%-25.9pp |
| Employer contribution / active EE | $445 | $1,583-71.9% | $4,153-89.3% | $2,757-83.9% |
| Participant deferral / active EE | $3,562 | $2,670+33.4% | $4,166-14.5% | $4,299-17.2% |
| Admin fee / account holder | $26,138 | $4,312+506.2% | $7,686+240.1% | $6,924+277.5% |