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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 | $57,455 | $58,241-1.4% | $81,780-29.7% | $80,911-29.0% |
| Participation rate | 44.0% | 63.4%-19.4pp | 72.4%-28.4pp | 67.6%-23.6pp |
| Annual return | 2.72% | 41.73%-39.0pp | 776.27%-773.5pp | 35.63%-32.9pp |
| Employer contribution / active EE | $2,603 | $2,343+11.1% | $2,914-10.7% | $2,756-5.6% |
| Participant deferral / active EE | $7,653 | $3,283+133.1% | $4,321+77.1% | $4,297+78.1% |
| Admin fee / account holder | $37,199 | $4,973+648.0% | $7,384+403.8% | $6,935+436.4% |