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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 | $75,623 | $52,353+44.4% | $120,225-37.1% | $82,448-8.3% |
| Participation rate | 57.6% | 58.3%-0.7pp | 69.6%-12.0pp | 68.1%-10.4pp |
| Annual return | 10.92% | 61.85%-50.9pp | 439.23%-428.3pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,476 | $1,510-2.2% | $3,475-57.5% | $2,551-42.1% |
| Participant deferral / active EE | $5,553 | $2,627+111.4% | $3,999+38.9% | $4,139+34.2% |
| Admin fee / account holder | $35,862 | $4,363+722.0% | $5,696+529.6% | $7,234+395.7% |