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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 | $59,923 | $65,555-8.6% | $86,216-30.5% | $75,173-20.3% |
| Participation rate | 58.3% | 60.5%-2.2pp | 69.0%-10.6pp | 67.2%-8.9pp |
| Annual return | 12.14% | 46.07%-33.9pp | 1169.42%-1157.3pp | 160.72%-148.6pp |
| Employer contribution / active EE | $1,701 | $1,553+9.5% | $2,382-28.6% | $2,671-36.3% |
| Participant deferral / active EE | $2,875 | $3,023-4.9% | $3,986-27.9% | $4,126-30.3% |
| Admin fee / account holder | $12,870 | $5,469+135.3% | $6,853+87.8% | $5,651+127.8% |