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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 | $56,672 | $44,746+26.7% | $88,179-35.7% | $64,097-11.6% |
| Participation rate | 36.3% | 39.8%-3.5pp | 69.1%-32.9pp | 55.2%-18.9pp |
| Annual return | 13.56% | 24.70%-11.1pp | 64.97%-51.4pp | 34.64%-21.1pp |
| Employer contribution / active EE | $1,174 | $1,078+8.9% | $2,549-54.0% | $1,891-37.9% |
| Participant deferral / active EE | $2,026 | $2,072-2.2% | $4,614-56.1% | $3,080-34.2% |
| Admin fee / account holder | $12,922 | $3,437+276.0% | $7,673+68.4% | $3,454+274.1% |