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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 | $52,634 | $51,631+1.9% | $129,397-59.3% | $80,925-35.0% |
| Participation rate | 41.7% | 56.9%-15.3pp | 69.6%-28.0pp | 67.7%-26.0pp |
| Annual return | 9.18% | 20.77%-11.6pp | 9453.98%-9444.8pp | 35.65%-26.5pp |
| Employer contribution / active EE | $340 | $1,583-78.5% | $4,154-91.8% | $2,756-87.7% |
| Participant deferral / active EE | $1,448 | $2,670-45.8% | $4,167-65.2% | $4,299-66.3% |
| Admin fee / account holder | $5,764 | $4,309+33.8% | $7,679-24.9% | $6,940-16.9% |