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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 | $64,115 | $51,631+24.2% | $129,397-50.5% | $80,925-20.8% |
| Participation rate | 31.4% | 56.9%-25.5pp | 69.6%-38.2pp | 67.7%-36.2pp |
| Annual return | 10.89% | 20.77%-9.9pp | 9453.98%-9443.1pp | 35.65%-24.8pp |
| Employer contribution / active EE | $552 | $1,583-65.2% | $4,154-86.7% | $2,756-80.0% |
| Participant deferral / active EE | $2,344 | $2,670-12.2% | $4,167-43.8% | $4,299-45.5% |
| Admin fee / account holder | $14,438 | $4,309+235.1% | $7,679+88.0% | $6,940+108.0% |