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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 | $51,305 | $49,897+2.8% | $80,648-36.4% | $75,177-31.8% |
| Participation rate | 54.5% | 55.3%-0.8pp | 67.0%-12.5pp | 67.2%-12.7pp |
| Annual return | 13.69% | 34.68%-21.0pp | 937.21%-923.5pp | 160.75%-147.1pp |
| Employer contribution / active EE | $1,765 | $1,699+3.9% | $2,724-35.2% | $2,671-33.9% |
| Participant deferral / active EE | $3,342 | $2,992+11.7% | $4,443-24.8% | $4,126-19.0% |
| Admin fee / account holder | $9,160 | $3,579+156.0% | $5,382+70.2% | $5,651+62.1% |