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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 | $54,154 | $48,364+12.0% | $71,796-24.6% | $62,881-13.9% |
| Participation rate | 65.9% | 60.6%+5.2pp | 69.1%-3.3pp | 69.3%-3.5pp |
| Annual return | 4.68% | 13.16%-8.5pp | 78.04%-73.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $293 | $1,042-71.9% | $1,924-84.8% | $2,281-87.2% |
| Participant deferral / active EE | $1,634 | $2,091-21.8% | $2,794-41.5% | $3,203-49.0% |
| Admin fee / account holder | $8,761 | $3,771+132.3% | $4,815+82.0% | $4,296+103.9% |