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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 | $48,337+18.3% | $67,560-15.4% | $80,959-29.4% |
| Participation rate | 48.1% | 66.4%-18.3pp | 72.9%-24.8pp | 67.7%-19.5pp |
| Annual return | 11.19% | 18.26%-7.1pp | 3533.50%-3522.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $2,207 | $2,023+9.1% | $2,737-19.4% | $2,757-20.0% |
| Participant deferral / active EE | $3,859 | $2,928+31.8% | $4,004-3.6% | $4,300-10.3% |
| Admin fee / account holder | $2,854 | $3,695-22.8% | $3,994-28.5% | $6,925-58.8% |