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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 | $60,211 | $48,314+24.6% | $67,561-10.9% | $80,925-25.6% |
| Participation rate | 64.3% | 66.4%-2.1pp | 72.9%-8.6pp | 67.7%-3.4pp |
| Annual return | 7.76% | 18.28%-10.5pp | 3525.44%-3517.7pp | 35.65%-27.9pp |
| Employer contribution / active EE | $1,319 | $2,022-34.8% | $2,735-51.8% | $2,756-52.1% |
| Participant deferral / active EE | $5,400 | $2,927+84.5% | $4,003+34.9% | $4,299+25.6% |
| Admin fee / account holder | $29,326 | $3,690+694.8% | $4,006+632.1% | $6,940+322.6% |