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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 | $57,644 | $51,642+11.6% | $129,384-55.4% | $80,935-28.8% |
| Participation rate | 54.7% | 56.9%-2.2pp | 69.6%-14.9pp | 67.7%-12.9pp |
| Annual return | 10.24% | 20.78%-10.5pp | 9461.77%-9451.5pp | 35.66%-25.4pp |
| Employer contribution / active EE | $1,206 | $1,583-23.8% | $4,153-71.0% | $2,757-56.3% |
| Participant deferral / active EE | $2,291 | $2,670-14.2% | $4,166-45.0% | $4,299-46.7% |
| Admin fee / account holder | $14,423 | $4,312+234.5% | $7,686+87.7% | $6,924+108.3% |