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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 | $51,606+11.7% | $129,339-55.4% | $80,911-28.8% |
| Participation rate | 54.7% | 57.0%-2.2pp | 69.6%-14.9pp | 67.6%-12.9pp |
| Annual return | 10.24% | 20.76%-10.5pp | 9437.05%-9426.8pp | 35.63%-25.4pp |
| Employer contribution / active EE | $1,206 | $1,582-23.8% | $4,154-71.0% | $2,756-56.2% |
| Participant deferral / active EE | $2,291 | $2,669-14.1% | $4,170-45.1% | $4,297-46.7% |
| Admin fee / account holder | $14,423 | $4,310+234.6% | $7,668+88.1% | $6,935+108.0% |