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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 | $56,116+34.8% | $135,768-44.3% | $86,983-13.1% |
| Participation rate | 57.6% | 60.1%-2.5pp | 71.1%-13.5pp | 69.5%-11.9pp |
| Annual return | 10.92% | 125.33%-114.4pp | 526.10%-515.2pp | 25.83%-14.9pp |
| Employer contribution / active EE | $1,476 | $1,528-3.4% | $3,394-56.5% | $2,584-42.9% |
| Participant deferral / active EE | $5,553 | $2,690+106.5% | $3,977+39.6% | $4,194+32.4% |
| Admin fee / account holder | $35,862 | $4,314+731.3% | $7,048+408.8% | $7,856+356.5% |