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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 | $83,439 | $51,631+61.6% | $129,397-35.5% | $80,925+3.1% |
| Participation rate | 47.2% | 56.9%-9.7pp | 69.6%-22.4pp | 67.7%-20.4pp |
| Annual return | 10.21% | 20.77%-10.6pp | 9453.98%-9443.8pp | 35.65%-25.4pp |
| Employer contribution / active EE | $1,545 | $1,583-2.4% | $4,154-62.8% | $2,756-44.0% |
| Participant deferral / active EE | $3,148 | $2,670+17.9% | $4,167-24.5% | $4,299-26.8% |
| Admin fee / account holder | $4,650 | $4,309+7.9% | $7,679-39.4% | $6,940-33.0% |