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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 | $50,554+16.9% | $67,681-12.7% | $87,485-32.5% |
| Participation rate | 60.7% | 67.7%-7.0pp | 73.7%-13.0pp | 68.9%-8.2pp |
| Annual return | 9.79% | 17.81%-8.0pp | 590.58%-580.8pp | 26.06%-16.3pp |
| Employer contribution / active EE | $1,232 | $1,988-38.1% | $2,678-54.0% | $2,596-52.6% |
| Participant deferral / active EE | $1,730 | $2,961-41.6% | $3,976-56.5% | $4,274-59.5% |
| Admin fee / account holder | $12,217 | $4,132+195.6% | $6,100+100.3% | $7,775+57.1% |