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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 | $59,074 | $55,457+6.5% | $77,361-23.6% | $94,015-37.2% |
| Participation rate | 60.7% | 69.8%-9.1pp | 75.0%-14.3pp | 70.8%-10.1pp |
| Annual return | 9.79% | 15.57%-5.8pp | 1011.54%-1001.8pp | 17.84%-8.1pp |
| Employer contribution / active EE | $1,232 | $2,255-45.4% | $2,990-58.8% | $2,790-55.9% |
| Participant deferral / active EE | $1,730 | $3,069-43.6% | $3,911-55.8% | $4,249-59.3% |
| Admin fee / account holder | $12,217 | $4,334+181.9% | $5,894+107.3% | $8,951+36.5% |