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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 | $41,537 | $55,470-25.1% | $155,556-73.3% | $74,478-44.2% |
| Participation rate | 69.4% | 61.9%+7.5pp | 78.2%-8.8pp | 67.2%+2.2pp |
| Annual return | 11.10% | 269.80%-258.7pp | 64.84%-53.7pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $1,348 | $2,267-40.5% | $4,675-71.2% | $2,626-48.7% |
| Participant deferral / active EE | $2,345 | $2,838-17.4% | $5,631-58.4% | $4,350-46.1% |
| Admin fee / account holder | $1,038 | $1,744-40.5% | $15,885-93.5% | $1,946-46.6% |