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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 | $54,763 | $51,642+6.0% | $129,384-57.7% | $80,935-32.3% |
| Participation rate | 41.9% | 56.9%-15.1pp | 69.6%-27.8pp | 67.7%-25.8pp |
| Annual return | 6.51% | 20.78%-14.3pp | 9461.77%-9455.3pp | 35.66%-29.1pp |
| Employer contribution / active EE | $315 | $1,583-80.1% | $4,153-92.4% | $2,757-88.6% |
| Participant deferral / active EE | $1,751 | $2,670-34.4% | $4,166-58.0% | $4,299-59.3% |
| Admin fee / account holder | $9,245 | $4,312+114.4% | $7,686+20.3% | $6,924+33.5% |