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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 | $57,185 | $48,314+18.4% | $67,561-15.4% | $80,925-29.3% |
| Participation rate | 48.1% | 66.4%-18.2pp | 72.9%-24.8pp | 67.7%-19.5pp |
| Annual return | 11.19% | 18.28%-7.1pp | 3525.44%-3514.3pp | 35.65%-24.5pp |
| Employer contribution / active EE | $2,207 | $2,022+9.2% | $2,735-19.3% | $2,756-19.9% |
| Participant deferral / active EE | $3,859 | $2,927+31.9% | $4,003-3.6% | $4,299-10.2% |
| Admin fee / account holder | $2,854 | $3,690-22.6% | $4,006-28.8% | $6,940-58.9% |