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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 | $57,536 | $52,353+9.9% | $120,225-52.1% | $82,448-30.2% |
| Participation rate | 47.2% | 58.3%-11.1pp | 69.6%-22.4pp | 68.1%-20.8pp |
| Annual return | 2.92% | 61.85%-58.9pp | 439.23%-436.3pp | 41.64%-38.7pp |
| Employer contribution / active EE | $1,379 | $1,510-8.7% | $3,475-60.3% | $2,551-45.9% |
| Participant deferral / active EE | $3,520 | $2,627+34.0% | $3,999-12.0% | $4,139-15.0% |
| Admin fee / account holder | $17,857 | $4,363+309.3% | $5,696+213.5% | $7,234+146.8% |