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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 | $52,299 | $48,327+8.2% | $67,575-22.6% | $80,935-35.4% |
| Participation rate | 62.5% | 66.4%-3.9pp | 72.9%-10.4pp | 67.7%-5.2pp |
| Annual return | 9.03% | 18.31%-9.3pp | 3528.98%-3519.9pp | 35.66%-26.6pp |
| Employer contribution / active EE | $1,330 | $2,022-34.2% | $2,736-51.4% | $2,757-51.8% |
| Participant deferral / active EE | $5,430 | $2,927+85.5% | $4,003+35.6% | $4,299+26.3% |
| Admin fee / account holder | $14,639 | $3,692+296.5% | $3,993+266.6% | $6,924+111.4% |