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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 | $48,277+18.5% | $67,511-15.3% | $80,874-29.3% |
| Participation rate | 48.1% | 66.4%-18.2pp | 72.9%-24.7pp | 67.6%-19.5pp |
| Annual return | 11.19% | 18.27%-7.1pp | 3517.41%-3506.2pp | 35.62%-24.4pp |
| Employer contribution / active EE | $2,207 | $2,021+9.2% | $2,733-19.2% | $2,756-19.9% |
| Participant deferral / active EE | $3,859 | $2,926+31.9% | $4,000-3.5% | $4,297-10.2% |
| Admin fee / account holder | $2,854 | $3,687-22.6% | $3,999-28.6% | $6,935-58.8% |