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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 | $47,479+24.4% | $62,929-6.1% | $82,448-28.3% |
| Participation rate | 60.7% | 66.9%-6.2pp | 73.1%-12.4pp | 68.1%-7.4pp |
| Annual return | 9.79% | 20.34%-10.6pp | 1063.93%-1054.1pp | 41.64%-31.9pp |
| Employer contribution / active EE | $1,232 | $1,885-34.7% | $2,505-50.8% | $2,551-51.7% |
| Participant deferral / active EE | $1,730 | $2,870-39.7% | $3,888-55.5% | $4,139-58.2% |
| Admin fee / account holder | $12,217 | $3,804+221.2% | $5,065+141.2% | $7,234+68.9% |