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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 | $73,751 | $51,638+42.8% | $68,368+7.9% | $82,448-10.5% |
| Participation rate | 58.3% | 63.6%-5.3pp | 73.8%-15.4pp | 68.1%-9.7pp |
| Annual return | 12.34% | 37.53%-25.2pp | 292.57%-280.2pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,537 | $2,047-24.9% | $2,649-42.0% | $2,551-39.7% |
| Participant deferral / active EE | $2,830 | $2,914-2.9% | $4,123-31.4% | $4,139-31.6% |
| Admin fee / account holder | $12,551 | $4,643+170.3% | $5,150+143.7% | $7,234+73.5% |